Wealthsource Partners, LLC Ishares S&P 500 Growth ETF Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Wealthsource Partners, LLC holds 247,977 shares of IVW stock, worth $23.6 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
247,977
Previous 219,713
12.86%
Holding current value
$23.6 Million
Previous $15 Million
23.89%
% of portfolio
1.23%
Previous 1.04%
Shares
28 transactions
Others Institutions Holding IVW
# of Institutions
1,758Shares Held
430MCall 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