Harvest Group Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History
Harvest Group Wealth Management, LLC
- $154 Million
- Q1 2023
A detailed history of Harvest Group Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Harvest Group Wealth Management, LLC holds 69,831 shares of IVW stock, worth $6.86 Million. This represents 2.9% of its overall portfolio holdings.
Number of Shares
69,831
Previous 69,075
1.09%
Holding current value
$6.86 Million
Previous $4.04 Million
10.42%
% of portfolio
2.9%
Previous 2.78%
Shares
9 transactions
Others Institutions Holding IVW
# of Institutions
1,816Shares Held
415MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.57 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.34 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.28 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.83 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.54 Billion0.69% of portfolio