Horst & Graben Wealth Management LLC Ishares S&P 500 Growth ETF Transaction History
Horst & Graben Wealth Management LLC
- $479 Million
- Q1 2024
A detailed history of Horst & Graben Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Horst & Graben Wealth Management LLC holds 179,074 shares of IVW stock, worth $16.6 Million. This represents 3.16% of its overall portfolio holdings.
Number of Shares
179,074
Previous 81,193
120.55%
Holding current value
$16.6 Million
Previous $6.1 Million
148.01%
% of portfolio
3.16%
Previous 1.35%
Shares
9 transactions
Others Institutions Holding IVW
# of Institutions
1,675Shares Held
384MCall Options Held
379KPut Options Held
363K-
Jpmorgan Chase & CO New York, NY46.7MShares$4.32 Billion0.36% of portfolio
-
Envestnet Asset Management Inc33.3MShares$3.09 Billion1.07% of portfolio
-
Morgan Stanley New York, NY31.4MShares$2.9 Billion0.22% of portfolio
-
Bank Of America Corp Charlotte, NC17.8MShares$1.65 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA15.1MShares$1.4 Billion0.31% of portfolio