Waypoint Wealth Counsel Ishares S&P 500 Growth ETF Transaction History
Waypoint Wealth Counsel
- $202 Billion
- Q2 2025
A detailed history of Waypoint Wealth Counsel transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Waypoint Wealth Counsel holds 27,414 shares of IVW stock, worth $3.28 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
27,414
Previous 27,311
0.38%
Holding current value
$3.28 Million
Previous $2.54 Billion
19.05%
% of portfolio
1.5%
Previous 1.59%
Shares
11 transactions
Others Institutions Holding IVW
# of Institutions
2,100Shares Held
423MCall Options Held
246KPut Options Held
101K-
Envestnet Asset Management Inc45.4MShares$5.43 Billion1.53% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$5.25 Billion0.32% of portfolio
-
Morgan Stanley New York, NY34MShares$4.07 Billion0.25% of portfolio
-
Bank Of America Corp Charlotte, NC18.7MShares$2.24 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.6MShares$2.23 Billion0.72% of portfolio