Erts Wealth Advisors, LLC Ishares S&P 500 Value ETF Transaction History
Erts Wealth Advisors, LLC
- $534 Million
- Q3 2024
A detailed history of Erts Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 12,196 shares of IVE stock, worth $2.39 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
12,196
Previous 14,424
15.45%
Holding current value
$2.39 Million
Previous $2.63 Million
8.42%
% of portfolio
0.45%
Previous 0.53%
Shares
10 transactions
Others Institutions Holding IVE
# of Institutions
1,470Shares Held
141MCall Options Held
110KPut Options Held
9.3K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.46 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.43 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.43 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.51 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.5 Billion0.34% of portfolio