Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares S&P 500 Growth ETF Transaction History
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
- $2.63 Billion
- Q4 2024
A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 220,672 shares of IVW stock, worth $23 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
220,672
Previous 203,920
8.21%
Holding current value
$23 Million
Previous $19.5 Million
14.75%
% of portfolio
0.85%
Previous 0.81%
Shares
31 transactions
Others Institutions Holding IVW
# of Institutions
1,900Shares Held
417MCall Options Held
352KPut Options Held
483K-
Envestnet Asset Management Inc46.5MShares$4.84 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.6 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.47 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.94 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.63 Billion0.69% of portfolio