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 $7.63 Million. This represents 8.36% of its overall portfolio holdings.
Number of Shares
81,118Holding current value
$7.63 Million% of portfolio
8.36%Shares
1 transactions
Others Institutions Holding IVW
# of Institutions
2,019Shares Held
428MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.3 Billion1.54% of portfolio
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Jpmorgan Chase & CO New York, NY44.9MShares$4.22 Billion0.37% of portfolio
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Morgan Stanley New York, NY32.6MShares$3.07 Billion0.24% of portfolio
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Bank Of America Corp Charlotte, NC18.6MShares$1.75 Billion0.16% of portfolio
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Lpl Financial LLC Fort Mill, SC17.9MShares$1.69 Billion0.77% of portfolio