Beacon Bridge Wealth Partners, LLC Ishares S&P 500 Growth ETF Transaction History
Beacon Bridge Wealth Partners, LLC
- $233 Billion
- Q3 2024
A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 13,863 shares of IVW stock, worth $1.39 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
13,863
Previous 14,075
1.51%
Holding current value
$1.39 Million
Previous $1.3 Billion
1.91%
% of portfolio
0.57%
Previous 0.6%
Shares
8 transactions
Others Institutions Holding IVW
# of Institutions
1,818Shares Held
417MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.65 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.41 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.33 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.86 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.57 Billion0.69% of portfolio