Able Wealth Management LLC Ishares S&P 500 Growth ETF Transaction History
Able Wealth Management LLC
- $152 Billion
- Q4 2024
A detailed history of Able Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Able Wealth Management LLC holds 12,308 shares of IVW stock, worth $1.25 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
12,308
Previous 13,348
7.79%
Holding current value
$1.25 Million
Previous $1.28 Billion
2.23%
% of portfolio
0.82%
Previous 0.97%
Shares
5 transactions
Others Institutions Holding IVW
# of Institutions
2,001Shares Held
428MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.63 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.55 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.3 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.88 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.82 Billion0.77% of portfolio