Evergreen Private Wealth LLC Ishares S&P 500 Growth ETF Transaction History
Evergreen Private Wealth LLC
- $203 Billion
- Q2 2024
A detailed history of Evergreen Private Wealth LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 7,108 shares of IVW stock, worth $677,108. This represents 0.32% of its overall portfolio holdings.
Number of Shares
7,108
Previous 8,010
11.26%
Holding current value
$677,108
Previous $676 Million
2.75%
% of portfolio
0.32%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
1,757Shares Held
431MCall 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