Family Wealth Group, LLC Ishares S&P 500 Growth ETF Transaction History
Family Wealth Group, LLC
- $78.3 Million
- Q4 2023
A detailed history of Family Wealth Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 3,507 shares of IVW stock, worth $315,770. This represents 0.34% of its overall portfolio holdings.
Number of Shares
3,507Holding current value
$315,770% of portfolio
0.34%Shares
1 transactions
Others Institutions Holding IVW
# of Institutions
1,698Shares Held
395MCall Options Held
379KPut Options Held
355K-
Jpmorgan Chase & CO New York, NY46.7MShares$4.2 Billion0.36% of portfolio
-
Envestnet Asset Management Inc33.3MShares$3 Billion1.07% of portfolio
-
Morgan Stanley New York, NY31.4MShares$2.82 Billion0.22% of portfolio
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Bank Of America Corp Charlotte, NC17.8MShares$1.6 Billion0.14% of portfolio
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Wells Fargo & Company San Francisco, CA15.1MShares$1.36 Billion0.31% of portfolio