4 J Wealth Management LLC Ishares S&P 500 Growth ETF Transaction History
4 J Wealth Management LLC
- $109 Million
- Q2 2025
A detailed history of 4 J Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, 4 J Wealth Management LLC holds 8,467 shares of IVW stock, worth $1.01 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
8,467
Previous 8,578
1.29%
Holding current value
$1.01 Million
Previous $796,000
17.09%
% of portfolio
0.86%
Previous 0.78%
Shares
17 transactions
Others Institutions Holding IVW
# of Institutions
2,101Shares Held
423MCall Options Held
246KPut Options Held
101K-
Envestnet Asset Management Inc45.4MShares$5.43 Billion1.53% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$5.25 Billion0.32% of portfolio
-
Morgan Stanley New York, NY34MShares$4.07 Billion0.25% of portfolio
-
Bank Of America Corp Charlotte, NC18.7MShares$2.24 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.6MShares$2.23 Billion0.72% of portfolio