Unique Wealth, LLC Ishares S&P 500 Value ETF Transaction History

Unique Wealth, LLC

$437 Billion
Q3 2024

A detailed history of Unique Wealth, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Unique Wealth, LLC holds 1,743 shares of IVE stock, worth $341,645. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,743

Holding current value

$341,645

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 03, 2024	BUY	$181.06 - $197.17 $315,587 - $343,667	1,743 New	1,743 $344 Million

Others Institutions Holding IVE

# of Institutions

1,470

Shares Held

141M

Call Options Held

105K

Put Options Held

10.8K

Jpmorgan Chase & CO New York, NY

17.7M
Shares

$3.46 Billion
0.28% of portfolio
Morgan Stanley New York, NY

12.4M
Shares

$2.43 Billion
0.18% of portfolio
Envestnet Asset Management Inc

12.4M
Shares

$2.43 Billion
0.8% of portfolio
Bank Of America Corp Charlotte, NC

7.72M
Shares

$1.51 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

7.68M
Shares

$1.5 Billion
0.34% 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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