Atlas Private Wealth Management Ishares S&P 500 Growth ETF Transaction History
Atlas Private Wealth Management
- $227 Million
- Q1 2024
A detailed history of Atlas Private Wealth Management transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Atlas Private Wealth Management holds 45,084 shares of IVW stock, worth $4.07 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
45,084
Previous 44,425
1.48%
Holding current value
$4.07 Million
Previous $3.34 Million
14.09%
% of portfolio
1.68%
Previous 1.65%
Shares
18 transactions
Others Institutions Holding IVW
# of Institutions
1,757Shares Held
431MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.42 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.3 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.01 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.73 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.4 Billion0.35% of portfolio