Family Wealth Group, LLC Ishares S&P 500 Growth ETF Transaction History
Family Wealth Group, LLC
- $92.4 Million
- Q2 2024
A detailed history of Family Wealth Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 9,561 shares of IVW stock, worth $843,471. This represents 0.96% of its overall portfolio holdings.
Number of Shares
9,561
Previous 5,468
74.85%
Holding current value
$843,471
Previous $461,000
91.76%
% of portfolio
0.96%
Previous 0.53%
Shares
3 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