Balance Wealth, LLC Ishares S&P 500 Growth ETF Transaction History

Balance Wealth, LLC

$154 Billion
Q1 2025

A detailed history of Balance Wealth, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Balance Wealth, LLC holds 18,466 shares of IVW stock, worth $1.87 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

18,466

Holding current value

$1.87 Million

% of portfolio

1.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$92.45 - $106.69 $1.71 Million - $1.97 Million	18,466 New	18,466 $1.71 Billion

Others Institutions Holding IVW

# of Institutions

2,025

Shares Held

426M

Call Options Held

203K

Put Options Held

136K

Envestnet Asset Management Inc

48.1M
Shares

$4.88 Billion
1.49% of portfolio
Jpmorgan Chase & CO New York, NY

43.8M
Shares

$4.44 Billion
0.32% of portfolio
Morgan Stanley New York, NY

32.9M
Shares

$3.34 Billion
0.22% of portfolio
Lpl Financial LLC Fort Mill, SC

18.9M
Shares

$1.92 Billion
0.71% of portfolio
Bank Of America Corp Charlotte, NC

18.8M
Shares

$1.91 Billion
0.14% 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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Balance Wealth, LLC Ishares S&P 500 Growth ETF Transaction History