Barnes Wealth Management Group, Inc Ishares S&P 500 Growth ETF Transaction History
Barnes Wealth Management Group, Inc
- $156 Billion
- Q1 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 58,145 shares of IVW stock, worth $6.25 Million. This represents 3.46% of its overall portfolio holdings.
Number of Shares
58,145
Previous 55,506
4.75%
Holding current value
$6.25 Million
Previous $5.64 Billion
4.22%
% of portfolio
3.46%
Previous 3.78%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
2,029Shares Held
427MCall Options Held
203KPut Options Held
136K-
Envestnet Asset Management Inc48.1MShares$5.17 Billion1.49% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$4.71 Billion0.32% of portfolio
-
Morgan Stanley New York, NY32.9MShares$3.54 Billion0.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.9MShares$2.03 Billion0.71% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$2.02 Billion0.14% of portfolio