Quotient Wealth Partners, LLC Ishares S&P 500 Growth ETF Transaction History
Quotient Wealth Partners, LLC
- $3.13 Trillion
- Q1 2025
A detailed history of Quotient Wealth Partners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 51,447 shares of IVW stock, worth $4.87 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
51,447
Previous 51,759
0.6%
Holding current value
$4.87 Million
Previous $5.26 Billion
9.12%
% of portfolio
0.15%
Previous 0.17%
Shares
6 transactions
Others Institutions Holding IVW
# of Institutions
2,024Shares Held
431MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc48.1MShares$4.55 Billion1.49% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.25 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.09 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.76 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.7 Billion0.77% of portfolio