Stone Crest Wealth Management, Inc. Ishares S&P 500 Growth ETF Transaction History
Stone Crest Wealth Management, Inc.
- $137 Billion
- Q3 2024
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 30,506 shares of IVW stock, worth $3.2 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
30,506
Previous 31,131
2.01%
Holding current value
$3.2 Million
Previous $2.88 Billion
1.39%
% of portfolio
2.13%
Previous 2.2%
Shares
4 transactions
Others Institutions Holding IVW
# of Institutions
1,823Shares Held
417MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.88 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.63 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.5 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.95 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.65 Billion0.69% of portfolio