Signature Wealth Management Partners, LLC Ishares S&P 500 Growth ETF Transaction History
Signature Wealth Management Partners, LLC
- $138 Million
- Q3 2024
A detailed history of Signature Wealth Management Partners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Signature Wealth Management Partners, LLC holds 95,487 shares of IVW stock, worth $9.15 Million. This represents 6.65% of its overall portfolio holdings.
Number of Shares
95,487
Previous 96,579
1.13%
Holding current value
$9.15 Million
Previous $8.94 Million
2.29%
% of portfolio
6.65%
Previous 6.81%
Shares
16 transactions
Others Institutions Holding IVW
# of Institutions
1,785Shares Held
428MCall Options Held
280KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.7 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.57 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.19 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.83 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.49 Billion0.35% of portfolio