Shira Ridge Wealth Management Ishares S&P 500 Growth ETF Transaction History
Shira Ridge Wealth Management
- $196 Billion
- Q3 2024
A detailed history of Shira Ridge Wealth Management transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Shira Ridge Wealth Management holds 3,207 shares of IVW stock, worth $332,181. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,207
Previous 2,927
9.57%
Holding current value
$332,181
Previous $271 Million
13.37%
% of portfolio
0.16%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
1,824Shares Held
417MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.82 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.57 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.45 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.93 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.62 Billion0.69% of portfolio