Capital A Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History
Capital A Wealth Management, LLC
- $8.94 Billion
- Q2 2025
A detailed history of Capital A Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 235 shares of IVW stock, worth $28,444. This represents 0.2% of its overall portfolio holdings.
Number of Shares
235
Previous 9,641
97.56%
Holding current value
$28,444
Previous $895 Million
98.03%
% of portfolio
0.2%
Previous 0.94%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
2,176Shares 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