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 $305,017. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,207
Previous 2,927
9.57%
Holding current value
$305,017
Previous $271 Million
13.37%
% of portfolio
0.16%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
1,784Shares Held
429MCall Options Held
280KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.66 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.53 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.17 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.82 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.48 Billion0.35% of portfolio