Quotient Wealth Partners, LLC Ishares S&P 500 Growth ETF Transaction History
Quotient Wealth Partners, LLC
- $3.65 Trillion
- Q3 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 50,458 shares of IVW stock, worth $6.08 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
50,458
Previous 50,981
1.03%
Holding current value
$6.08 Million
Previous $5.61 Billion
8.52%
% of portfolio
0.17%
Previous 0.17%
Shares
8 transactions
Others Institutions Holding IVW
# of Institutions
2,099Shares Held
423MCall Options Held
246KPut Options Held
101K-
Envestnet Asset Management Inc45.4MShares$5.46 Billion1.53% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$5.27 Billion0.32% of portfolio
-
Morgan Stanley New York, NY34MShares$4.09 Billion0.25% of portfolio
-
Bank Of America Corp Charlotte, NC18.7MShares$2.25 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.6MShares$2.24 Billion0.72% of portfolio