White Lighthouse Investment Management Inc. Ishares S&P 500 Growth ETF Transaction History

White Lighthouse Investment Management Inc.

$556 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 18, 2023	SELL	$68.05 - $72.66 $34,025 - $36,330	-500 Reduced 14.5%	2,949 $201,000
Q4 2022 Jan 24, 2023	BUY	$56.73 - $63.56 $195,661 - $219,218	3,449 New	3,449 $0

Others Institutions Holding IVW

# of Institutions

1,829

Shares Held

415M

Call Options Held

355K

Put Options Held

454K

Envestnet Asset Management Inc

46.5M
Shares

$4.77 Billion
1.47% of portfolio
Jpmorgan Chase & CO New York, NY

44.1M
Shares

$4.52 Billion
0.35% of portfolio
Morgan Stanley New York, NY

33.3M
Shares

$3.42 Billion
0.24% of portfolio
Bank Of America Corp Charlotte, NC

18.6M
Shares

$1.91 Billion
0.15% of portfolio
Lpl Financial LLC Fort Mill, SC

15.7M
Shares

$1.61 Billion
0.69% of portfolio

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of White Lighthouse Investment Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on White Lighthouse Investment Management Inc. with notifications on news.

Account