Barnes Wealth Management Group, Inc Ishares S&P 500 Growth ETF Transaction History
Barnes Wealth Management Group, Inc
- $169 Billion
- Q2 2025
A detailed history of Barnes Wealth Management Group, Inc transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 58,867 shares of IVW stock, worth $7.15 Million. This represents 3.83% of its overall portfolio holdings.
Number of Shares
58,867
Previous 58,145
1.24%
Holding current value
$7.15 Million
Previous $5.4 Billion
20.08%
% of portfolio
3.83%
Previous 3.46%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
2,153Shares Held
422MCall Options Held
246KPut Options Held
101K-
Envestnet Asset Management Inc45.6MShares$5.54 Billion1.7% of portfolio
-
Jpmorgan Chase & CO New York, NY41.3MShares$5.02 Billion0.33% of portfolio
-
Morgan Stanley New York, NY34MShares$4.13 Billion0.25% of portfolio
-
Bank Of America Corp Charlotte, NC18.7MShares$2.27 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.6MShares$2.26 Billion0.72% of portfolio