5 T Wealth, LLC Ishares S&P 500 Growth ETF Transaction History

5 T Wealth, LLC

$183 Billion
Q4 2024

A detailed history of 5 T Wealth, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, 5 T Wealth, LLC holds 21,832 shares of IVW stock, worth $2.2 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares

21,832

Holding current value

$2.2 Million

% of portfolio

1.21%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$94.43 - $105.47 $2.06 Million - $2.3 Million	21,832 New	21,832 $2.22 Billion

Others Institutions Holding IVW

# of Institutions

2,005

Shares Held

428M

Call Options Held

183K

Put Options Held

101K

Envestnet Asset Management Inc

45.7M
Shares

$4.6 Billion
1.54% of portfolio
Jpmorgan Chase & CO New York, NY

44.9M
Shares

$4.51 Billion
0.37% of portfolio
Morgan Stanley New York, NY

32.6M
Shares

$3.28 Billion
0.24% of portfolio
Bank Of America Corp Charlotte, NC

18.6M
Shares

$1.87 Billion
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

17.9M
Shares

$1.8 Billion
0.77% of portfolio

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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