Wealth Trak Capital Management LLC Ishares S&P 500 Growth ETF Transaction History
Wealth Trak Capital Management LLC
- $116 Billion
- Q1 2025
A detailed history of Wealth Trak Capital Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Wealth Trak Capital Management LLC holds 15,738 shares of IVW stock, worth $1.49 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
15,738
Previous 15,097
4.25%
Holding current value
$1.49 Million
Previous $1.53 Billion
4.69%
% of portfolio
1.26%
Previous 1.3%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
2,024Shares Held
426MCall Options Held
203KPut Options Held
136K-
Envestnet Asset Management Inc48.1MShares$4.55 Billion1.49% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$4.15 Billion0.32% of portfolio
-
Morgan Stanley New York, NY32.9MShares$3.12 Billion0.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.9MShares$1.79 Billion0.71% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$1.78 Billion0.14% of portfolio