Keystone Wealth Services, LLC Ishares S&P 500 Growth ETF Transaction History
Keystone Wealth Services, LLC
- $340 Million
- Q1 2025
A detailed history of Keystone Wealth Services, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 19,334 shares of IVW stock, worth $1.71 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
19,334
Previous 19,905
2.87%
Holding current value
$1.71 Million
Previous $2.02 Million
11.19%
% of portfolio
0.53%
Previous 0.58%
Shares
12 transactions
Others Institutions Holding IVW
# of Institutions
2,016Shares Held
427MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.05 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$3.97 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$2.89 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.64 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.59 Billion0.77% of portfolio