Iams Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History
Iams Wealth Management, LLC
- $218 Billion
- Q1 2025
A detailed history of Iams Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Iams Wealth Management, LLC holds 23,625 shares of IVW stock, worth $2.22 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
23,625
Previous 27,474
14.01%
Holding current value
$2.22 Million
Previous $2.79 Billion
21.38%
% of portfolio
1.0%
Previous 1.28%
Shares
9 transactions
Others Institutions Holding IVW
# of Institutions
2,023Shares Held
428MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.3 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.22 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.07 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.75 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.69 Billion0.77% of portfolio