Waypoint Wealth Counsel Ishares S&P 500 Growth ETF Transaction History
Waypoint Wealth Counsel
- $149 Billion
- Q3 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 27,183 shares of IVW stock, worth $2.59 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
27,183
Previous 27,100
0.31%
Holding current value
$2.59 Million
Previous $2.51 Billion
3.78%
% of portfolio
1.75%
Previous 1.92%
Shares
8 transactions
Others Institutions Holding IVW
# of Institutions
1,758Shares Held
430MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.67 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.54 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.18 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.82 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.48 Billion0.35% of portfolio