Lake Point Wealth Management Ishares S&P 500 Growth ETF Transaction History
Lake Point Wealth Management
- $176 Million
- Q2 2022
A detailed history of Lake Point Wealth Management transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Lake Point Wealth Management holds 700 shares of IVW stock, worth $73,325. This represents 0.02% of its overall portfolio holdings.
Number of Shares
700
Previous 700
-0.0%
Holding current value
$73,325
Previous $53,000
20.75%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
1,930Shares Held
420MCall Options Held
352KPut Options Held
483K-
Envestnet Asset Management Inc46.5MShares$4.87 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.62 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.49 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.95 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.64 Billion0.69% of portfolio