Shira Ridge Wealth Management Ishares S&P 500 Growth ETF Transaction History
Shira Ridge Wealth Management
- $249 Billion
- Q4 2025
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 3,141 shares of IVW stock, worth $380,186. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,141
Previous 3,131
0.32%
Holding current value
$380,186
Previous $378 Million
2.43%
% of portfolio
0.16%
Previous 0.16%
Shares
7 transactions
Others Institutions Holding IVW
# of Institutions
2,186Shares Held
421MCall 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