Madison Wealth Partners, Inc Ishares S&P 500 Value ETF Transaction History
Madison Wealth Partners, Inc
- $444 Million
- Q3 2025
A detailed history of Madison Wealth Partners, Inc transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 1,087 shares of IVE stock, worth $227,846. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,087
Previous 1,072
1.4%
Holding current value
$227,846
Previous $209,000
7.18%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding IVE
# of Institutions
1,766Shares Held
168MCall 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