Private Wealth Management Group, LLC Ishares S&P 500 Growth ETF Transaction History
Private Wealth Management Group, LLC
- $231 Billion
- Q2 2024
A detailed history of Private Wealth Management Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 10,264 shares of IVW stock, worth $977,953. This represents 0.41% of its overall portfolio holdings.
Number of Shares
10,264
Previous 11,014
6.81%
Holding current value
$977,953
Previous $930 Million
2.13%
% of portfolio
0.41%
Previous 0.42%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
1,759Shares Held
428MCall 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