Sofi Wealth, LLC Ishares S&P 500 Growth ETF Transaction History
Sofi Wealth, LLC
- $1.35 Billion
- Q2 2025
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 1,934,851 shares of IVW stock, worth $232 Million. This represents 15.78% of its overall portfolio holdings.
Number of Shares
1,934,851
Previous 1,857,008
4.19%
Holding current value
$232 Million
Previous $172 Million
23.58%
% of portfolio
15.78%
Previous 14.99%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
2,101Shares Held
423MCall Options Held
246KPut Options Held
101K-
Envestnet Asset Management Inc45.4MShares$5.43 Billion1.53% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$5.25 Billion0.32% of portfolio
-
Morgan Stanley New York, NY34MShares$4.07 Billion0.25% of portfolio
-
Bank Of America Corp Charlotte, NC18.7MShares$2.24 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.6MShares$2.23 Billion0.72% of portfolio