Potentia Wealth Ishares S&P 500 Value ETF Transaction History

Potentia Wealth

$225 Billion
Q4 2024

A detailed history of Potentia Wealth transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Potentia Wealth holds 3,384 shares of IVE stock, worth $664,042. This represents 0.29% of its overall portfolio holdings.

Number of Shares

3,384

Holding current value

$664,042

% of portfolio

0.29%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$189.5 - $206.17 $641,268 - $697,679	3,384 New	3,384 $646 Million

Others Institutions Holding IVE

# of Institutions

1,617

Shares Held

142M

Call Options Held

83.1K

Put Options Held

28K

Jpmorgan Chase & CO New York, NY

16.9M
Shares

$3.31 Billion
0.26% of portfolio
Envestnet Asset Management Inc

12.9M
Shares

$2.54 Billion
0.84% of portfolio
Morgan Stanley New York, NY

12.5M
Shares

$2.46 Billion
0.18% of portfolio
Bank Of America Corp Charlotte, NC

7.95M
Shares

$1.56 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

6.95M
Shares

$1.36 Billion
0.32% of portfolio

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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