Shira Ridge Wealth Management Ishares S&P 500 Growth ETF Transaction History
Shira Ridge Wealth Management
- $204 Billion
- Q4 2024
A detailed history of Shira Ridge Wealth Management transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Shira Ridge Wealth Management holds 3,106 shares of IVW stock, worth $323,614. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,106
Previous 3,207
3.15%
Holding current value
$323,614
Previous $307 Million
2.7%
% of portfolio
0.15%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
1,897Shares Held
416MCall Options Held
352KPut Options Held
483K-
Envestnet Asset Management Inc46.5MShares$4.84 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.6 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.47 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.94 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.63 Billion0.69% of portfolio