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 $24.6 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
247,977
Previous 219,713
12.86%
Holding current value
$24.6 Million
Previous $15 Million
23.89%
% of portfolio
1.23%
Previous 1.04%
Shares
28 transactions
Others Institutions Holding IVW
# of Institutions
2,005Shares Held
428MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.53 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.44 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.23 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.84 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.78 Billion0.77% of portfolio