Straight Path Wealth Management Ishares S&P 500 Growth ETF Transaction History
Straight Path Wealth Management
- $262 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
2,094Shares Held
424MCall Options Held
246KPut Options Held
101K-
Envestnet Asset Management Inc45.4MShares$5.49 Billion1.53% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$5.3 Billion0.32% of portfolio
-
Morgan Stanley New York, NY34MShares$4.12 Billion0.25% of portfolio
-
Bank Of America Corp Charlotte, NC18.7MShares$2.26 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.6MShares$2.26 Billion0.72% of portfolio