Concord Wealth Partners Ishares S&P 500 Growth ETF Transaction History
Concord Wealth Partners
- $603 Million
- Q4 2024
A detailed history of Concord Wealth Partners transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Concord Wealth Partners holds 550 shares of IVW stock, worth $58,443. This represents 0.01% of its overall portfolio holdings.
Number of Shares
550
Previous 549
0.18%
Holding current value
$58,443
Previous $52,000
5.77%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding IVW
# of Institutions
1,872Shares Held
416MCall Options Held
355KPut Options Held
483K-
Envestnet Asset Management Inc46.5MShares$4.94 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.69 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.54 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.98 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.67 Billion0.69% of portfolio