Family Wealth Group, LLC Ishares S&P 500 Value ETF Transaction History
Family Wealth Group, LLC
- $115 Million
- Q4 2025
A detailed history of Family Wealth Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 7,676 shares of IVE stock, worth $1.61 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
7,676
Previous 4,369
75.69%
Holding current value
$1.61 Million
Previous $902,000
78.27%
% of portfolio
1.4%
Previous 0.86%
Shares
11 transactions
Others Institutions Holding IVE
# of Institutions
1,788Shares Held
172MCall Options Held
67.9KPut Options Held
38.7K-
Envestnet Asset Management Inc22.1MShares$4.64 Billion1.41% of portfolio
-
Jpmorgan Chase & CO New York, NY17.9MShares$3.76 Billion0.24% of portfolio
-
Morgan Stanley New York, NY14.2MShares$2.98 Billion0.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.55MShares$1.79 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC8.4MShares$1.76 Billion0.12% of portfolio