Shakespeare Wealth Management, Inc. Ishares S&P 500 Value ETF Transaction History
Shakespeare Wealth Management, Inc.
- $369 Million
- Q4 2024
A detailed history of Shakespeare Wealth Management, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 2,018 shares of IVE stock, worth $380,877. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,018
Previous 2,018
-0.0%
Holding current value
$380,877
Previous $397,000
3.02%
% of portfolio
0.1%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,675Shares Held
146MCall Options Held
107KPut Options Held
60.7K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.18 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.54 Billion0.85% of portfolio
-
Morgan Stanley New York, NY13MShares$2.46 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.54 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.22 Billion0.29% of portfolio