Axis Wealth Partners, LLC Ishares S&P 500 Growth ETF Transaction History
Axis Wealth Partners, LLC
- $171 Billion
- Q3 2025
A detailed history of Axis Wealth Partners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 25,147 shares of IVW stock, worth $3.04 Million. This represents 1.78% of its overall portfolio holdings.
Number of Shares
25,147
Previous 30,094
16.44%
Holding current value
$3.04 Million
Previous $3.31 Billion
8.38%
% of portfolio
1.78%
Previous 2.18%
Shares
4 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