Signature Wealth Management Partners, LLC Ishares S&P 500 Growth ETF Transaction History
Signature Wealth Management Partners, LLC
- $138 Million
- Q3 2024
A detailed history of Signature Wealth Management Partners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Signature Wealth Management Partners, LLC holds 95,487 shares of IVW stock, worth $9.81 Million. This represents 6.65% of its overall portfolio holdings.
Number of Shares
95,487
Previous 96,579
1.13%
Holding current value
$9.81 Million
Previous $8.94 Million
2.29%
% of portfolio
6.65%
Previous 6.81%
Shares
16 transactions
Others Institutions Holding IVW
# of Institutions
1,824Shares Held
417MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.78 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.53 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.43 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.91 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.61 Billion0.69% of portfolio