Org Wealth Partners, LLC Ishares S&P 500 Growth ETF Transaction History
Org Wealth Partners, LLC
- $139 Million
- Q4 2024
A detailed history of Org Wealth Partners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Org Wealth Partners, LLC holds 691 shares of IVW stock, worth $70,488. This represents 0.05% of its overall portfolio holdings.
Number of Shares
691
Previous 691
-0.0%
Holding current value
$70,488
Previous $66.2 Million
99.89%
% of portfolio
0.05%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding IVW
# of Institutions
2,002Shares Held
428MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.66 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.58 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.33 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.89 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.83 Billion0.77% of portfolio