Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares S&P 500 Growth ETF Transaction History
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
- $2.42 Billion
- Q3 2024
A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 203,920 shares of IVW stock, worth $20.6 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
203,920
Previous 202,478
0.71%
Holding current value
$20.6 Million
Previous $18.7 Million
4.21%
% of portfolio
0.81%
Previous 0.83%
Shares
30 transactions
Others Institutions Holding IVW
# of Institutions
1,818Shares Held
417MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.69 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.45 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.37 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.88 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.58 Billion0.69% of portfolio