Wealth Care Investment Partners, LLC Ishares S&P 500 Growth ETF Transaction History
Wealth Care Investment Partners, LLC
- $218 Million
- Q4 2024
A detailed history of Wealth Care Investment Partners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 2,420 shares of IVW stock, worth $258,044. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,420
Previous 2,417
0.12%
Holding current value
$258,044
Previous $231,000
6.06%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
1,988Shares Held
429MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.88 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.79 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.48 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.98 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.91 Billion0.77% of portfolio