Axim Planning & Wealth Ishares S&P 500 Growth ETF Transaction History

Axim Planning & Wealth

$83.5 Million
Q2 2024

A detailed history of Axim Planning & Wealth transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Axim Planning & Wealth holds 3,147 shares of IVW stock, worth $299,783. This represents 0.35% of its overall portfolio holdings.

Number of Shares

3,147

Holding current value

$299,783

% of portfolio

0.35%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 29, 2024	BUY	$79.31 - $93.31 $249,588 - $293,646	3,147 New	3,147 $291,000

Others Institutions Holding IVW

# of Institutions

1,757

Shares Held

431M

Call Options Held

281K

Put Options Held

217K

Envestnet Asset Management Inc

49M
Shares

$4.67 Billion
1.61% of portfolio
Jpmorgan Chase & CO New York, NY

47.7M
Shares

$4.54 Billion
0.39% of portfolio
Morgan Stanley New York, NY

33.3M
Shares

$3.18 Billion
0.24% of portfolio
Bank Of America Corp Charlotte, NC

19.1M
Shares

$1.82 Billion
0.16% of portfolio
Wells Fargo & Company San Francisco, CA

15.5M
Shares

$1.48 Billion
0.35% 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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Axim Planning & Wealth Ishares S&P 500 Growth ETF Transaction History