Unique Wealth, LLC Ishares S&P 500 Growth ETF Transaction History

Unique Wealth, LLC

$437 Billion
Q3 2024

A detailed history of Unique Wealth, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Unique Wealth, LLC holds 3,784 shares of IVW stock, worth $397,282. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,784

Holding current value

$397,282

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 03, 2024	BUY	$84.77 - $97.13 $320,769 - $367,539	3,784 New	3,784 $362 Million

Others Institutions Holding IVW

# of Institutions

1,823

Shares Held

417M

Call Options Held

355K

Put Options Held

454K

Envestnet Asset Management Inc

46.5M
Shares

$4.88 Billion
1.47% of portfolio
Jpmorgan Chase & CO New York, NY

44.1M
Shares

$4.63 Billion
0.35% of portfolio
Morgan Stanley New York, NY

33.3M
Shares

$3.5 Billion
0.24% of portfolio
Bank Of America Corp Charlotte, NC

18.6M
Shares

$1.95 Billion
0.15% of portfolio
Lpl Financial LLC Fort Mill, SC

15.7M
Shares

$1.65 Billion
0.69% of portfolio

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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