Unique Wealth, LLC Ishares S&P 500 Growth ETF Transaction History
Unique Wealth, LLC
- $619 Billion
- Q2 2025
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 4,582 shares of IVW stock, worth $525,692. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,582
Previous 4,582
-0.0%
Holding current value
$525,692
Previous $425 Million
18.6%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
2,082Shares Held
417MCall Options Held
196KPut Options Held
101K-
Envestnet Asset Management Inc45.4MShares$5.21 Billion1.53% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$5.03 Billion0.32% of portfolio
-
Morgan Stanley New York, NY32.9MShares$3.78 Billion0.22% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$2.16 Billion0.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.6MShares$2.14 Billion0.72% of portfolio