Stone Point Wealth LLC Ishares S&P 500 Growth ETF Transaction History
Stone Point Wealth LLC
- $305 Million
- Q3 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 4,523 shares of IVW stock, worth $464,783. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,523
Previous 4,591
1.48%
Holding current value
$464,783
Previous $424,000
2.12%
% of portfolio
0.14%
Previous 0.15%
Shares
10 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