York Bridge Wealth Partners, LLC Ishares S&P 500 Growth ETF Transaction History
York Bridge Wealth Partners, LLC
- $394 Million
- Q4 2022
A detailed history of York Bridge Wealth Partners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 66,447 shares of IVW stock, worth $6.36 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
66,447
Previous 66,936
0.73%
Holding current value
$6.36 Million
Previous $3.87 Million
0.39%
% of portfolio
0.99%
Previous 1.0%
Shares
21 transactions
Others Institutions Holding IVW
# of Institutions
1,757Shares Held
431MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.7 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.57 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.19 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.83 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.49 Billion0.35% of portfolio