Stone Point Wealth LLC Ishares S&P 500 Growth ETF Transaction History
Stone Point Wealth LLC
- $294 Million
- Q4 2024
A detailed history of Stone Point Wealth LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Stone Point Wealth LLC holds 4,516 shares of IVW stock, worth $428,207. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,516
Previous 4,523
0.15%
Holding current value
$428,207
Previous $433,000
5.77%
% of portfolio
0.16%
Previous 0.14%
Shares
11 transactions
Others Institutions Holding IVW
# of Institutions
2,010Shares Held
428MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.34 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.26 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.09 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.76 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.7 Billion0.77% of portfolio