Saxony Capital Management, LLC Ishares S&P 500 Growth ETF Transaction History
Saxony Capital Management, LLC
- $114 Billion
- Q4 2024
A detailed history of Saxony Capital Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Saxony Capital Management, LLC holds 31,985 shares of IVW stock, worth $2.99 Million. This represents 2.86% of its overall portfolio holdings.
Number of Shares
31,985
Previous 21,765
46.96%
Holding current value
$2.99 Million
Previous $2.08 Billion
55.83%
% of portfolio
2.86%
Previous 1.91%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
2,010Shares Held
428MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.27 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.19 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.05 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.73 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.67 Billion0.77% of portfolio