Sofi Wealth, LLC Ishares S&P 500 Growth ETF Transaction History

Sofi Wealth, LLC

$732 Million
Q4 2024

A detailed history of Sofi Wealth, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Sofi Wealth, LLC holds 45,034 shares of IVW stock, worth $4.69 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

45,034

Holding current value

$4.69 Million

% of portfolio

0.62%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$94.43 - $105.47 $4.25 Million - $4.75 Million	45,034 New	45,034 $4.57 Million

Others Institutions Holding IVW

# of Institutions

1,900

Shares Held

417M

Call Options Held

352K

Put Options Held

483K

Envestnet Asset Management Inc

46.5M
Shares

$4.84 Billion
1.47% of portfolio
Jpmorgan Chase & CO New York, NY

44.1M
Shares

$4.6 Billion
0.35% of portfolio
Morgan Stanley New York, NY

33.3M
Shares

$3.47 Billion
0.24% of portfolio
Bank Of America Corp Charlotte, NC

18.6M
Shares

$1.94 Billion
0.15% of portfolio
Lpl Financial LLC Fort Mill, SC

15.7M
Shares

$1.63 Billion
0.69% of portfolio

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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