Philip James Wealth Mangement, LLC Ishares S&P 500 Growth ETF Transaction History
Philip James Wealth Mangement, LLC
- $141 Billion
- Q1 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 18,139 shares of IVW stock, worth $1.76 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
18,139
Previous 22,271
18.55%
Holding current value
$1.76 Million
Previous $1.67 Billion
8.42%
% of portfolio
1.08%
Previous 1.29%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
1,680Shares Held
388MCall Options Held
379KPut Options Held
363K-
Jpmorgan Chase & CO New York, NY46.7MShares$4.53 Billion0.36% of portfolio
-
Envestnet Asset Management Inc33.3MShares$3.24 Billion1.07% of portfolio
-
Morgan Stanley New York, NY31.4MShares$3.05 Billion0.22% of portfolio
-
Bank Of America Corp Charlotte, NC17.8MShares$1.73 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA15.1MShares$1.47 Billion0.31% of portfolio