Jfg Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History
Jfg Wealth Management, LLC
- $364 Million
- Q3 2024
A detailed history of Jfg Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Jfg Wealth Management, LLC holds 4,521 shares of IVW stock, worth $475,609. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,521
Previous 4,521
-0.0%
Holding current value
$475,609
Previous $418,000
3.35%
% of portfolio
0.12%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
1,824Shares Held
417MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.89 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.64 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.51 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.96 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.65 Billion0.69% of portfolio