Instrumental Wealth, LLC Ishares S&P 500 Growth ETF Transaction History
Instrumental Wealth, LLC
- $96.8 Billion
- Q2 2024
A detailed history of Instrumental Wealth, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Instrumental Wealth, LLC holds 136,283 shares of IVW stock, worth $13 Million. This represents 12.54% of its overall portfolio holdings.
Number of Shares
136,283
Previous 135,168
0.82%
Holding current value
$13 Million
Previous $11.9 Billion
1.9%
% of portfolio
12.54%
Previous 5.19%
Shares
6 transactions
Others Institutions Holding IVW
# of Institutions
1,758Shares Held
430MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.67 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.54 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.18 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.82 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.48 Billion0.35% of portfolio