Sagace Wealth Management LLC Ishares S&P 500 Growth ETF Transaction History
Sagace Wealth Management LLC
- $130 Billion
- Q3 2024
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 3,271 shares of IVW stock, worth $325,497. This represents 0.25% of its overall portfolio holdings.
Number of Shares
3,271
Previous 3,271
-0.0%
Holding current value
$325,497
Previous $306 Million
4.54%
% of portfolio
0.25%
Previous 0.3%
Shares
1 transactions
Others Institutions Holding IVW
# of Institutions
1,816Shares Held
414MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.63 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.39 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.32 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.85 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.56 Billion0.69% of portfolio