Retirement Wealth Solutions LLC Ishares S&P 500 Growth ETF Transaction History
Retirement Wealth Solutions LLC
- $152 Billion
- Q3 2025
A detailed history of Retirement Wealth Solutions LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Retirement Wealth Solutions LLC holds 40,098 shares of IVW stock, worth $4.85 Million. This represents 3.18% of its overall portfolio holdings.
Number of Shares
40,098
Previous 35,778
12.07%
Holding current value
$4.85 Million
Previous $3.94 Billion
22.88%
% of portfolio
3.18%
Previous 2.88%
Shares
4 transactions
Others Institutions Holding IVW
# of Institutions
2,174Shares Held
420MCall Options Held
212KPut Options Held
158K-
Envestnet Asset Management Inc45.6MShares$5.51 Billion1.7% of portfolio
-
Jpmorgan Chase & CO New York, NY41.3MShares$5 Billion0.33% of portfolio
-
Morgan Stanley New York, NY33.5MShares$4.05 Billion0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$2.36 Billion0.73% of portfolio
-
Bank Of America Corp Charlotte, NC18.4MShares$2.23 Billion0.16% of portfolio