Shared Vision Wealth Group LLC Ishares S&P 500 Growth ETF Transaction History
Shared Vision Wealth Group LLC
- $190 Billion
- Q4 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 62,165 shares of IVW stock, worth $6.43 Million. This represents 3.32% of its overall portfolio holdings.
Number of Shares
62,165
Previous 63,583
2.23%
Holding current value
$6.43 Million
Previous $6.09 Billion
3.67%
% of portfolio
3.32%
Previous 3.25%
Shares
5 transactions
Others Institutions Holding IVW
# of Institutions
1,999Shares Held
428MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.73 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.64 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.38 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.92 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.86 Billion0.77% of portfolio