Keystone Wealth Services, LLC Ishares S&P 500 Growth ETF Transaction History
Keystone Wealth Services, LLC
- $296 Million
- Q2 2024
A detailed history of Keystone Wealth Services, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 16,165 shares of IVW stock, worth $1.53 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
16,165
Previous 14,588
10.81%
Holding current value
$1.53 Million
Previous $1.23 Million
21.45%
% of portfolio
0.5%
Previous 0.43%
Shares
9 transactions
Others Institutions Holding IVW
# of Institutions
1,756Shares Held
431MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.64 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.16 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.81 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.47 Billion0.35% of portfolio