Aj Wealth Strategies, LLC Ishares S&P 500 Growth ETF Transaction History
Aj Wealth Strategies, LLC
- $2.07 Billion
- Q2 2023
A detailed history of Aj Wealth Strategies, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 5,876 shares of IVW stock, worth $618,625. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,876
Previous 5,876
-0.0%
Holding current value
$618,625
Previous $375,000
10.4%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
1,946Shares Held
423MCall Options Held
352KPut Options Held
116K-
Envestnet Asset Management Inc46.5MShares$4.89 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.72 Billion0.37% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.51 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.96 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.89 Billion0.77% of portfolio