Swisher Financial Concepts, Inc. Ishares S&P 500 Growth ETF Transaction History
Swisher Financial Concepts, Inc.
- $98.7 Million
- Q2 2024
A detailed history of Swisher Financial Concepts, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Swisher Financial Concepts, Inc. holds 4,576 shares of IVW stock, worth $433,301. This represents 0.44% of its overall portfolio holdings.
Number of Shares
4,576
Previous 4,575
0.02%
Holding current value
$433,301
Previous $384,000
11.98%
% of portfolio
0.44%
Previous 0.33%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
1,756Shares Held
431MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.64 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.16 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.81 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.47 Billion0.35% of portfolio