Wealth Plan Investment Management, LLC Ishares S&P 500 Growth ETF Transaction History
Wealth Plan Investment Management, LLC
- $614 Million
- Q2 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 3,258 shares of IVW stock, worth $320,782. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,258
Previous 3,256
0.06%
Holding current value
$320,782
Previous $274,000
9.85%
% of portfolio
0.05%
Previous 0.05%
Shares
11 transactions
Others Institutions Holding IVW
# of Institutions
1,781Shares Held
429MCall Options Held
281KPut 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