North Berkeley Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History
North Berkeley Wealth Management, LLC
- $98.5 Billion
- Q4 2024
A detailed history of North Berkeley Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, North Berkeley Wealth Management, LLC holds 81,118 shares of IVW stock, worth $9.31 Million. This represents 8.36% of its overall portfolio holdings.
Number of Shares
81,118Holding current value
$9.31 Million% of portfolio
8.36%Shares
1 transactions
Others Institutions Holding IVW
# of Institutions
2,079Shares Held
420MCall Options Held
196KPut Options Held
101K-
Envestnet Asset Management Inc45.4MShares$5.21 Billion1.53% of portfolio
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Jpmorgan Chase & CO New York, NY43.8MShares$5.03 Billion0.32% of portfolio
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Morgan Stanley New York, NY32.9MShares$3.78 Billion0.22% of portfolio
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Bank Of America Corp Charlotte, NC18.8MShares$2.16 Billion0.14% of portfolio
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Lpl Financial LLC Fort Mill, SC18.6MShares$2.14 Billion0.72% of portfolio