Fullcircle Wealth LLC Ishares S&P 500 Growth ETF Transaction History
Fullcircle Wealth LLC
- $223 Billion
- Q3 2024
A detailed history of Fullcircle Wealth LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Fullcircle Wealth LLC holds 28,131 shares of IVW stock, worth $2.84 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
28,131
Previous 28,485
1.24%
Holding current value
$2.84 Million
Previous $2.56 Billion
7.15%
% of portfolio
1.23%
Previous 1.26%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
1,786Shares Held
425MCall Options Held
280KPut Options Held
217K-
Jpmorgan Chase & CO New York, NY47.7MShares$4.81 Billion0.39% of portfolio
-
Envestnet Asset Management Inc46.5MShares$4.69 Billion1.47% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.36 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.93 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.57 Billion0.35% of portfolio