Copperleaf Capital, LLC Ishares S&P 500 Growth ETF Transaction History
Copperleaf Capital, LLC
- $110 Million
- Q2 2024
A detailed history of Copperleaf Capital, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Copperleaf Capital, LLC holds 33,090 shares of IVW stock, worth $3.15 Million. This represents 2.79% of its overall portfolio holdings.
Number of Shares
33,090
Previous 2,610
1167.82%
Holding current value
$3.15 Million
Previous $220,000
1291.82%
% of portfolio
2.79%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
1,784Shares Held
429MCall Options Held
280KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.66 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.53 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.17 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.82 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.48 Billion0.35% of portfolio