Horst & Graben Wealth Management LLC Ishares S&P 500 Growth ETF Transaction History
Horst & Graben Wealth Management LLC
- $573 Million
- Q3 2025
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 248,839 shares of IVW stock, worth $29.8 Million. This represents 5.24% of its overall portfolio holdings.
Number of Shares
248,839
Previous 255,430
2.58%
Holding current value
$29.8 Million
Previous $28.1 Million
6.82%
% of portfolio
5.24%
Previous 5.14%
Shares
15 transactions
Others Institutions Holding IVW
# of Institutions
2,101Shares Held
423MCall Options Held
246KPut Options Held
101K-
Envestnet Asset Management Inc45.4MShares$5.43 Billion1.53% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$5.25 Billion0.32% of portfolio
-
Morgan Stanley New York, NY34MShares$4.07 Billion0.25% of portfolio
-
Bank Of America Corp Charlotte, NC18.7MShares$2.24 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.6MShares$2.23 Billion0.72% of portfolio