Marks Group Wealth Management, Inc Ishares S&P 500 Growth ETF Transaction History
Marks Group Wealth Management, Inc
- $967 Million
- Q4 2024
A detailed history of Marks Group Wealth Management, Inc transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 20,513 shares of IVW stock, worth $2.15 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
20,513
Previous 20,458
0.27%
Holding current value
$2.15 Million
Previous $1.96 Million
6.33%
% of portfolio
0.22%
Previous 0.2%
Shares
13 transactions
Others Institutions Holding IVW
# of Institutions
1,956Shares Held
424MCall Options Held
352KPut Options Held
116K-
Envestnet Asset Management Inc45.7MShares$4.8 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.71 Billion0.37% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.5 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.96 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.88 Billion0.77% of portfolio