Axim Planning & Wealth Ishares S&P 500 Growth ETF Transaction History
Axim Planning & Wealth
- $88.8 Million
- Q3 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 3,734 shares of IVW stock, worth $383,705. This represents 0.4% of its overall portfolio holdings.
Number of Shares
3,734
Previous 3,147
18.65%
Holding current value
$383,705
Previous $291,000
22.68%
% of portfolio
0.4%
Previous 0.35%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
1,824Shares Held
417MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.78 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.53 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.43 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.91 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.61 Billion0.69% of portfolio