Kfa Private Wealth Group, LLC Ishares S&P 500 Growth ETF Transaction History
Kfa Private Wealth Group, LLC
- $322 Million
- Q1 2024
A detailed history of Kfa Private Wealth Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Kfa Private Wealth Group, LLC holds 9,437 shares of IVW stock, worth $873,299. This represents 0.25% of its overall portfolio holdings.
Number of Shares
9,437
Previous 9,057
4.2%
Holding current value
$873,299
Previous $680,000
17.06%
% of portfolio
0.25%
Previous 0.24%
Shares
5 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