Horizon Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History
Horizon Wealth Management, LLC
- $590 Million
- Q1 2025
A detailed history of Horizon Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Horizon Wealth Management, LLC holds 4,636 shares of IVW stock, worth $429,061. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,636
Previous 4,635
0.02%
Holding current value
$429,061
Previous $470,000
8.72%
% of portfolio
0.07%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
2,019Shares Held
426MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.23 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.15 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.02 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.72 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.66 Billion0.77% of portfolio