Shakespeare Wealth Management, Inc. Ishares S&P 500 Growth ETF Transaction History
Shakespeare Wealth Management, Inc.
- $369 Million
- Q4 2024
A detailed history of Shakespeare Wealth Management, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 3,945 shares of IVW stock, worth $373,986. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,945
Previous 3,933
0.31%
Holding current value
$373,986
Previous $376,000
6.38%
% of portfolio
0.11%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
2,010Shares Held
428MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.34 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.25 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.09 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.76 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.7 Billion0.77% of portfolio