Diversify Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 4,462 shares of IVW stock, worth $444,013. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,462
Previous 2,721
63.98%
Holding current value
$444,013
Previous $231 Million
86.57%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
1,816Shares Held
414MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.63 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.39 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.32 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.85 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.56 Billion0.69% of portfolio