Saxony Capital Management, LLC Ishares S&P 500 Growth ETF Transaction History
Saxony Capital Management, LLC
- $109 Billion
- Q3 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 21,765 shares of IVW stock, worth $2.25 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
21,765
Previous 18,217
19.48%
Holding current value
$2.25 Million
Previous $1.69 Billion
23.62%
% of portfolio
1.91%
Previous 1.85%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
1,824Shares Held
417MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.82 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.57 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.45 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.93 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.62 Billion0.69% of portfolio