Catalytic Wealth Ria, LLC Ishares S&P 500 Growth ETF Transaction History
Catalytic Wealth Ria, LLC
- $545 Billion
- Q1 2025
A detailed history of Catalytic Wealth Ria, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 79,834 shares of IVW stock, worth $8.74 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
79,834
Previous 79,834
-0.0%
Holding current value
$8.74 Million
Previous $8.11 Billion
8.57%
% of portfolio
1.36%
Previous 1.42%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
2,029Shares Held
427MCall Options Held
203KPut Options Held
136K-
Envestnet Asset Management Inc48.1MShares$5.26 Billion1.49% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$4.8 Billion0.32% of portfolio
-
Morgan Stanley New York, NY32.9MShares$3.61 Billion0.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.9MShares$2.07 Billion0.71% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$2.06 Billion0.14% of portfolio