Milestone Wealth, LLC Ishares S&P 500 Growth ETF Transaction History
Milestone Wealth, LLC
- $93.9 Million
- Q3 2022
A detailed history of Milestone Wealth, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Milestone Wealth, LLC holds 21,355 shares of IVW stock, worth $2.15 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
21,355
Previous 21,355
-0.0%
Holding current value
$2.15 Million
Previous $1.29 Million
-0.0%
% of portfolio
1.37%
Previous 1.36%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
2,003Shares Held
428MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.6 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.51 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.28 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.87 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.8 Billion0.77% of portfolio