Accretive Wealth Partners, LLC Ishares S&P 500 Growth ETF Transaction History
Accretive Wealth Partners, LLC
- $232 Million
- Q3 2024
A detailed history of Accretive Wealth Partners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 3,624 shares of IVW stock, worth $356,166. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,624
Previous 3,624
-0.0%
Holding current value
$356,166
Previous $335,000
3.28%
% of portfolio
0.15%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding IVW
# of Institutions
1,814Shares Held
415MCall Options Held
333KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.57 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.34 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.28 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.83 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.54 Billion0.69% of portfolio