Jfg Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History
Jfg Wealth Management, LLC
- $435 Million
- Q4 2024
A detailed history of Jfg Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Jfg Wealth Management, LLC holds 4,543 shares of IVW stock, worth $424,134. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,543
Previous 4,521
0.49%
Holding current value
$424,134
Previous $432,000
6.71%
% of portfolio
0.11%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
2,010Shares Held
428MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.27 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.19 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.05 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.73 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.67 Billion0.77% of portfolio