Milestone Wealth, LLC Ishares S&P 500 Growth ETF Transaction History
Milestone Wealth, LLC
- $93.9 Million
- Q3 2022
A detailed history of Milestone Wealth, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Milestone Wealth, LLC holds 21,355 shares of IVW stock, worth $2.03 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
21,355
Previous 21,355
-0.0%
Holding current value
$2.03 Million
Previous $1.29 Million
-0.0%
% of portfolio
1.37%
Previous 1.36%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
1,758Shares Held
430MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.67 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.54 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.18 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.82 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.48 Billion0.35% of portfolio