49 Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History
49 Wealth Management, LLC
- $507 Billion
- Q2 2024
A detailed history of 49 Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, 49 Wealth Management, LLC holds 8,179 shares of IVW stock, worth $774,469. This represents 0.15% of its overall portfolio holdings.
Number of Shares
8,179
Previous 6,014
36.0%
Holding current value
$774,469
Previous $509 Million
49.92%
% of portfolio
0.15%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
1,756Shares Held
431MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.64 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.16 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.81 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.47 Billion0.35% of portfolio