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 $404,818. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,277
Previous 4,277
-0.0%
Holding current value
$404,818
Previous $321,000
12.46%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
2,024Shares Held
426MCall Options Held
203KPut Options Held
136K-
Envestnet Asset Management Inc48.1MShares$4.55 Billion1.49% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$4.15 Billion0.32% of portfolio
-
Morgan Stanley New York, NY32.9MShares$3.12 Billion0.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.9MShares$1.79 Billion0.71% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$1.78 Billion0.14% of portfolio