Watershed Private Wealth LLC Ishares S&P 500 Growth ETF Transaction History
Watershed Private Wealth LLC
- $316 Billion
- Q3 2025
A detailed history of Watershed Private Wealth LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Watershed Private Wealth LLC holds 8,510 shares of IVW stock, worth $1.03 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
8,510
Previous 8,742
2.65%
Holding current value
$1.03 Million
Previous $963 Million
6.74%
% of portfolio
0.32%
Previous 0.35%
Shares
12 transactions
Others Institutions Holding IVW
# of Institutions
2,174Shares Held
420MCall Options Held
212KPut Options Held
158K-
Envestnet Asset Management Inc45.6MShares$5.51 Billion1.7% of portfolio
-
Jpmorgan Chase & CO New York, NY41.3MShares$5 Billion0.33% of portfolio
-
Morgan Stanley New York, NY33.5MShares$4.05 Billion0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$2.36 Billion0.73% of portfolio
-
Bank Of America Corp Charlotte, NC18.4MShares$2.23 Billion0.16% of portfolio