Windward Private Wealth Management Inc. Ishares S&P 500 Value ETF Transaction History
Windward Private Wealth Management Inc.
- $260 Million
- Q3 2024
A detailed history of Windward Private Wealth Management Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 5,919 shares of IVE stock, worth $1.15 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
5,919
Previous 5,956
0.62%
Holding current value
$1.15 Million
Previous $1.08 Million
7.66%
% of portfolio
0.45%
Previous 0.44%
Shares
10 transactions
Others Institutions Holding IVE
# of Institutions
1,532Shares Held
139MCall Options Held
91.7KPut Options Held
29.4K-
Jpmorgan Chase & CO New York, NY17MShares$3.3 Billion0.27% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.51 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.43 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.54 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.35 Billion0.32% of portfolio