Core Wealth Management, Inc. Ishares S&P 500 Growth ETF Transaction History
Core Wealth Management, Inc.
- $284 Billion
- Q2 2025
A detailed history of Core Wealth Management, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Core Wealth Management, Inc. holds 3,099 shares of IVW stock, worth $355,548. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,099
Previous 3,099
-0.0%
Holding current value
$355,548
Previous $288 Million
18.6%
% of portfolio
0.12%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding IVW
# of Institutions
2,069Shares Held
419MCall Options Held
196KPut Options Held
101K-
Envestnet Asset Management Inc45.4MShares$5.21 Billion1.53% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$5.03 Billion0.32% of portfolio
-
Morgan Stanley New York, NY32.9MShares$3.78 Billion0.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.9MShares$2.17 Billion0.71% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$2.16 Billion0.14% of portfolio