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 $455,158. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,277
Previous 4,277
-0.0%
Holding current value
$455,158
Previous $321,000
12.46%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
1,956Shares Held
424MCall Options Held
352KPut Options Held
116K-
Envestnet Asset Management Inc45.7MShares$4.87 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.78 Billion0.37% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.55 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.98 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.91 Billion0.77% of portfolio