Signature Wealth Management Partners, LLC Ishares S&P 500 Growth ETF Transaction History
Signature Wealth Management Partners, LLC
- $143 Million
- Q4 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 97,538 shares of IVW stock, worth $10.2 Million. This represents 6.91% of its overall portfolio holdings.
Number of Shares
97,538
Previous 95,487
2.15%
Holding current value
$10.2 Million
Previous $9.14 Million
8.32%
% of portfolio
6.91%
Previous 6.65%
Shares
17 transactions
Others Institutions Holding IVW
# of Institutions
1,897Shares Held
416MCall Options Held
352KPut Options Held
483K-
Envestnet Asset Management Inc46.5MShares$4.84 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.6 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.47 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.94 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.63 Billion0.69% of portfolio