Beverly Hills Private Wealth, LLC Ishares S&P 500 Growth ETF Transaction History
Beverly Hills Private Wealth, LLC
- $433 Billion
- Q1 2024
A detailed history of Beverly Hills Private Wealth, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 6,300 shares of IVW stock, worth $589,365. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,300
Previous 2,798
125.16%
Holding current value
$589,365
Previous $210 Million
153.16%
% of portfolio
0.12%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding IVW
# of Institutions
1,693Shares Held
392MCall Options Held
379KPut Options Held
355K-
Jpmorgan Chase & CO New York, NY46.7MShares$4.37 Billion0.36% of portfolio
-
Envestnet Asset Management Inc33.3MShares$3.12 Billion1.07% of portfolio
-
Morgan Stanley New York, NY31.4MShares$2.93 Billion0.22% of portfolio
-
Bank Of America Corp Charlotte, NC17.8MShares$1.67 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA15.1MShares$1.42 Billion0.31% of portfolio