Core Wealth Management, Inc. Ishares S&P 500 Growth ETF Transaction History
Core Wealth Management, Inc.
- $231 Billion
- Q1 2024
A detailed history of Core Wealth Management, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Core Wealth Management, Inc. holds 3,099 shares of IVW stock, worth $297,411. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,099
Previous 3,099
-0.0%
Holding current value
$297,411
Previous $233 Million
12.44%
% of portfolio
0.11%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding IVW
# of Institutions
1,679Shares Held
384MCall Options Held
379KPut Options Held
363K-
Jpmorgan Chase & CO New York, NY46.7MShares$4.48 Billion0.36% of portfolio
-
Envestnet Asset Management Inc33.3MShares$3.2 Billion1.07% of portfolio
-
Morgan Stanley New York, NY31.4MShares$3.01 Billion0.22% of portfolio
-
Bank Of America Corp Charlotte, NC17.8MShares$1.71 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA15.1MShares$1.45 Billion0.31% of portfolio