Transform Wealth, LLC Ishares S&P 500 Growth ETF Transaction History
Transform Wealth, LLC
- $1.46 Billion
- Q3 2024
A detailed history of Transform Wealth, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Transform Wealth, LLC holds 205,847 shares of IVW stock, worth $20.3 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
205,847
Previous 205,638
0.1%
Holding current value
$20.3 Million
Previous $19 Million
3.57%
% of portfolio
1.35%
Previous 1.45%
Shares
29 transactions
Others Institutions Holding IVW
# of Institutions
1,782Shares Held
429MCall Options Held
280KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.83 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.69 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.28 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.88 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.53 Billion0.35% of portfolio