5 T Wealth, LLC Ishares S&P 500 Growth ETF Transaction History

5 T Wealth, LLC

$183 Billion
Q4 2024

A detailed history of 5 T Wealth, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, 5 T Wealth, LLC holds 21,832 shares of IVW stock, worth $2.29 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares

21,832

Holding current value

$2.29 Million

% of portfolio

1.21%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$94.43 - $105.47 $2.06 Million - $2.3 Million	21,832 New	21,832 $2.22 Billion

Others Institutions Holding IVW

# of Institutions

1,893

Shares Held

416M

Call Options Held

355K

Put Options Held

483K

Envestnet Asset Management Inc

46.5M
Shares

$4.87 Billion
1.47% of portfolio
Jpmorgan Chase & CO New York, NY

44.1M
Shares

$4.62 Billion
0.35% of portfolio
Morgan Stanley New York, NY

33.3M
Shares

$3.49 Billion
0.24% of portfolio
Bank Of America Corp Charlotte, NC

18.6M
Shares

$1.95 Billion
0.15% of portfolio
Lpl Financial LLC Fort Mill, SC

15.7M
Shares

$1.64 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 5 T Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 5 T Wealth, LLC with notifications on news.

Account