Ratio Wealth Group Ishares S&P 500 Growth ETF Transaction History
Ratio Wealth Group
- $516 Million
- Q1 2024
A detailed history of Ratio Wealth Group transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Ratio Wealth Group holds 4,277 shares of IVW stock, worth $425,604. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,277
Previous 4,277
-0.0%
Holding current value
$425,604
Previous $321,000
12.46%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
1,816Shares Held
414MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.63 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.39 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.32 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.85 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.56 Billion0.69% of portfolio