Stone Crest Wealth Management, Inc. Ishares S&P 500 Growth ETF Transaction History
Stone Crest Wealth Management, Inc.
- $210 Billion
- Q2 2025
A detailed history of Stone Crest Wealth Management, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Stone Crest Wealth Management, Inc. holds 32,416 shares of IVW stock, worth $3.72 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
32,416
Previous 32,084
1.03%
Holding current value
$3.72 Million
Previous $2.98 Billion
19.83%
% of portfolio
1.7%
Previous 1.89%
Shares
7 transactions
Others Institutions Holding IVW
# of Institutions
2,069Shares Held
420MCall Options Held
196KPut Options Held
101K-
Envestnet Asset Management Inc45.4MShares$5.21 Billion1.53% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$5.03 Billion0.32% of portfolio
-
Morgan Stanley New York, NY32.9MShares$3.78 Billion0.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.9MShares$2.17 Billion0.71% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$2.16 Billion0.14% of portfolio