Sagace Wealth Management LLC Ishares S&P 500 Growth ETF Transaction History
Sagace Wealth Management LLC
- $134 Billion
- Q2 2025
A detailed history of Sagace Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Sagace Wealth Management LLC holds 2,995 shares of IVW stock, worth $343,616. This represents 0.25% of its overall portfolio holdings.
Number of Shares
2,995
Previous 2,791
7.31%
Holding current value
$343,616
Previous $259 Million
27.27%
% of portfolio
0.25%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
2,087Shares Held
424MCall Options Held
246KPut 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, NY34MShares$3.9 Billion0.25% of portfolio
-
Bank Of America Corp Charlotte, NC18.7MShares$2.14 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.6MShares$2.14 Billion0.72% of portfolio