Transform Wealth, LLC Ishares S&P 500 Growth ETF Transaction History
Transform Wealth, LLC
- $1.6 Billion
- Q1 2025
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 291,475 shares of IVW stock, worth $25.8 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
291,475
Previous 208,705
39.66%
Holding current value
$25.8 Million
Previous $21.2 Million
27.31%
% of portfolio
1.69%
Previous 1.21%
Shares
31 transactions
Others Institutions Holding IVW
# of Institutions
2,018Shares Held
427MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.05 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$3.97 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$2.89 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.64 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.59 Billion0.77% of portfolio