Atlas Private Wealth Management Ishares S&P 500 Growth ETF Transaction History
Atlas Private Wealth Management
- $227 Million
- Q1 2024
A detailed history of Atlas Private Wealth Management transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Atlas Private Wealth Management holds 45,084 shares of IVW stock, worth $4.17 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
45,084
Previous 44,425
1.48%
Holding current value
$4.17 Million
Previous $3.34 Million
14.09%
% of portfolio
1.68%
Previous 1.65%
Shares
18 transactions
Others Institutions Holding IVW
# of Institutions
2,014Shares Held
429MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.23 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.15 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.02 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.72 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.66 Billion0.77% of portfolio