Steel Peak Wealth Management LLC Ishares S&P 500 Growth ETF Transaction History
Steel Peak Wealth Management LLC
- $2.25 Billion
- Q3 2024
A detailed history of Steel Peak Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 312,583 shares of IVW stock, worth $32.1 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
312,583
Previous 324,159
3.57%
Holding current value
$32.1 Million
Previous $30 Million
0.23%
% of portfolio
1.33%
Previous 1.41%
Shares
5 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