Kwb Wealth Ishares S&P 500 Growth ETF Transaction History
Kwb Wealth
- $806 Million
- Q3 2024
A detailed history of Kwb Wealth transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Kwb Wealth holds 9,709 shares of IVW stock, worth $995,560. This represents 0.12% of its overall portfolio holdings.
Number of Shares
9,709
Previous 9,709
-0.0%
Holding current value
$995,560
Previous $898,000
3.45%
% of portfolio
0.12%
Previous 0.12%
Shares
8 transactions
Others Institutions Holding IVW
# of Institutions
1,828Shares Held
417MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.77 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.52 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.42 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.91 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.61 Billion0.69% of portfolio