Morton Brown Family Wealth, LLC Ishares S&P 500 Value ETF Transaction History
Morton Brown Family Wealth, LLC
- $287 Million
- Q4 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 18 shares of IVE stock, worth $3,232. This represents 0.0% of its overall portfolio holdings.
Number of Shares
18
Previous 18
-0.0%
Holding current value
$3,232
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,680Shares Held
147MCall Options Held
107KPut Options Held
60.7K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.03 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.41 Billion0.85% of portfolio
-
Morgan Stanley New York, NY13MShares$2.34 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.46 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.16 Billion0.29% of portfolio