Smart Wealth LLC Ishares S&P 500 Growth ETF Transaction History
Smart Wealth LLC
- $279 Billion
- Q1 2025
A detailed history of Smart Wealth LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Smart Wealth LLC holds 2,572 shares of IVW stock, worth $243,439. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,572
Previous 2,169
18.58%
Holding current value
$243,439
Previous $220 Million
8.43%
% of portfolio
0.09%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding IVW
# of Institutions
2,024Shares Held
434MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc48.1MShares$4.55 Billion1.49% 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
-
Lpl Financial LLC Fort Mill, SC18.9MShares$1.79 Billion0.71% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.76 Billion0.16% of portfolio