Shira Ridge Wealth Management Ishares S&P 500 Growth ETF Transaction History
Shira Ridge Wealth Management
- $204 Billion
- Q4 2024
A detailed history of Shira Ridge Wealth Management transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Shira Ridge Wealth Management holds 3,106 shares of IVW stock, worth $331,192. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,106
Previous 3,207
3.15%
Holding current value
$331,192
Previous $307 Million
2.7%
% of portfolio
0.15%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
1,984Shares Held
429MCall Options Held
287KPut Options Held
96.1K-
Envestnet Asset Management Inc45.7MShares$4.88 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.79 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.48 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.98 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.91 Billion0.77% of portfolio