Buck Wealth Strategies, LLC Ishares S&P 500 Growth ETF Transaction History
Buck Wealth Strategies, LLC
- $631 Million
- Q2 2025
A detailed history of Buck Wealth Strategies, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Buck Wealth Strategies, LLC holds 80,794 shares of IVW stock, worth $9.24 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
80,794
Previous 65,828
22.74%
Holding current value
$9.24 Million
Previous $6.11 Million
45.58%
% of portfolio
1.41%
Previous 1.15%
Shares
8 transactions
Others Institutions Holding IVW
# of Institutions
2,071Shares Held
419MCall Options Held
196KPut Options Held
101K-
Envestnet Asset Management Inc45.4MShares$5.19 Billion1.53% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$5.01 Billion0.32% of portfolio
-
Morgan Stanley New York, NY32.9MShares$3.77 Billion0.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.9MShares$2.16 Billion0.71% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$2.15 Billion0.14% of portfolio