Prw Wealth Management LLC Ishares S&P 500 Value ETF Transaction History

Prw Wealth Management LLC

$263 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 15, 2019	SELL	$99.16 - $114.4 $18,047 - $20,820	-182 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$95.36 - $116.8 $17,355 - $21,257	182 New	182 $18,000

Others Institutions Holding IVE

# of Institutions

1,477

Shares Held

141M

Call Options Held

105K

Put Options Held

10.8K

Jpmorgan Chase & CO New York, NY

17.7M
Shares

$3.44 Billion
0.28% of portfolio
Morgan Stanley New York, NY

12.4M
Shares

$2.41 Billion
0.18% of portfolio
Envestnet Asset Management Inc

12.4M
Shares

$2.41 Billion
0.8% of portfolio
Bank Of America Corp Charlotte, NC

7.72M
Shares

$1.5 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

7.68M
Shares

$1.49 Billion
0.34% of portfolio

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Prw Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prw Wealth Management LLC with notifications on news.