Base Wealth Management LLC Ishares S&P 500 Growth ETF Transaction History
Base Wealth Management LLC
- $175 Billion
- Q3 2025
A detailed history of Base Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Base Wealth Management LLC holds 5,999 shares of IVW stock, worth $726,118. This represents 0.41% of its overall portfolio holdings.
Number of Shares
5,999
Previous 6,319
5.06%
Holding current value
$726,118
Previous $696 Million
4.1%
% of portfolio
0.41%
Previous 0.45%
Shares
3 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