Swp Financial LLC Ishares S&P 500 Growth ETF Transaction History
Swp Financial LLC
- $196 Billion
- Q3 2025
A detailed history of Swp Financial LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Swp Financial LLC holds 37,216 shares of IVW stock, worth $4.5 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
37,216
Previous 36,653
1.54%
Holding current value
$4.5 Million
Previous $4.04 Billion
11.33%
% of portfolio
2.29%
Previous 2.22%
Shares
7 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