Rockbridge Investment Management, Lcc Ishares S&P 500 Growth ETF Transaction History
Rockbridge Investment Management, Lcc
- $845 Billion
- Q1 2025
A detailed history of Rockbridge Investment Management, Lcc transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 2,760 shares of IVW stock, worth $316,654. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,760
Previous 2,654
3.99%
Holding current value
$316,654
Previous $269 Million
4.92%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding IVW
# of Institutions
2,069Shares Held
420MCall Options Held
196KPut Options Held
101K-
Envestnet Asset Management Inc45.4MShares$5.21 Billion1.53% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$5.03 Billion0.32% of portfolio
-
Morgan Stanley New York, NY32.9MShares$3.78 Billion0.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.9MShares$2.17 Billion0.71% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$2.16 Billion0.14% of portfolio