Affinity Wealth Management LLC Ishares S&P 500 Growth ETF Transaction History
Affinity Wealth Management LLC
- $483 Million
- Q1 2025
A detailed history of Affinity Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Affinity Wealth Management LLC holds 3,100 shares of IVW stock, worth $274,226. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,100
Previous 3,465
10.53%
Holding current value
$274,226
Previous $351,000
18.52%
% of portfolio
0.06%
Previous 0.07%
Shares
23 transactions
Others Institutions Holding IVW
# of Institutions
2,017Shares Held
427MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.05 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$3.97 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$2.89 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.64 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.59 Billion0.77% of portfolio