Precedent Wealth Partners, LLC Ishares S&P 500 Growth ETF Transaction History
Precedent Wealth Partners, LLC
- $408 Billion
- Q2 2025
A detailed history of Precedent Wealth Partners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 2,588 shares of IVW stock, worth $295,083. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,588Holding current value
$295,083% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding IVW
# of Institutions
2,070Shares Held
421MCall Options Held
196KPut Options Held
101K-
Envestnet Asset Management Inc48.1MShares$5.48 Billion1.49% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$5 Billion0.32% of portfolio
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Morgan Stanley New York, NY32.9MShares$3.76 Billion0.22% of portfolio
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Lpl Financial LLC Fort Mill, SC18.9MShares$2.16 Billion0.71% of portfolio
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Bank Of America Corp Charlotte, NC18.8MShares$2.15 Billion0.14% of portfolio