Able Wealth Management LLC Ishares S&P 500 Growth ETF Transaction History
Able Wealth Management LLC
- $132 Billion
- Q3 2024
A detailed history of Able Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Able Wealth Management LLC holds 13,348 shares of IVW stock, worth $1.33 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
13,348
Previous 13,388
0.3%
Holding current value
$1.33 Million
Previous $1.24 Billion
3.16%
% of portfolio
0.97%
Previous 1.02%
Shares
4 transactions
Others Institutions Holding IVW
# of Institutions
1,816Shares Held
414MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.62 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