Caliber Wealth Management, LLC / Ks Ishares S&P 500 Growth ETF Transaction History
Caliber Wealth Management, LLC / Ks
- $897 Billion
- Q3 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 13,684 shares of IVW stock, worth $1.66 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
13,684
Previous 11,432
19.7%
Holding current value
$1.66 Million
Previous $1.26 Billion
31.25%
% of portfolio
0.18%
Previous 0.14%
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