Waypoint Wealth Counsel Ishares S&P 500 Growth ETF Transaction History
Waypoint Wealth Counsel
- $153 Billion
- Q4 2024
A detailed history of Waypoint Wealth Counsel transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Waypoint Wealth Counsel holds 27,282 shares of IVW stock, worth $2.91 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
27,282
Previous 27,183
0.36%
Holding current value
$2.91 Million
Previous $2.6 Billion
6.42%
% of portfolio
1.81%
Previous 1.75%
Shares
9 transactions
Others Institutions Holding IVW
# of Institutions
1,998Shares Held
428MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.88 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.79 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.48 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.98 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.91 Billion0.77% of portfolio