Stone Crest Wealth Management, Inc. Ishares S&P 500 Growth ETF Transaction History
Stone Crest Wealth Management, Inc.
- $131 Billion
- Q2 2024
A detailed history of Stone Crest Wealth Management, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Stone Crest Wealth Management, Inc. holds 31,131 shares of IVW stock, worth $2.97 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
31,131
Previous 31,370
0.76%
Holding current value
$2.97 Million
Previous $2.65 Billion
8.76%
% of portfolio
2.2%
Previous 2.29%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
1,757Shares Held
431MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.67 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.54 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.18 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.82 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.48 Billion0.35% of portfolio