Balboa Wealth Partners Ishares S&P 500 Growth ETF Transaction History
Balboa Wealth Partners
- $369 Million
- Q2 2024
A detailed history of Balboa Wealth Partners transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Balboa Wealth Partners holds 15,393 shares of IVW stock, worth $1.36 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
15,393
Previous 14,587
5.53%
Holding current value
$1.36 Million
Previous $1.23 Million
15.68%
% of portfolio
0.39%
Previous 0.4%
Shares
6 transactions
Others Institutions Holding IVW
# of Institutions
1,757Shares Held
431MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.32 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.2 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$2.94 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.69 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.37 Billion0.35% of portfolio