Western Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History
Western Wealth Management, LLC
- $1.33 Billion
- Q2 2024
A detailed history of Western Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Western Wealth Management, LLC holds 226,653 shares of IVW stock, worth $20.4 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
226,653
Previous 229,763
1.35%
Holding current value
$20.4 Million
Previous $19.4 Million
8.11%
% of portfolio
1.57%
Previous 1.52%
Shares
22 transactions
Others Institutions Holding IVW
# of Institutions
1,757Shares Held
431MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.42 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.3 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.01 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.73 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.4 Billion0.35% of portfolio