Windsor Advisory Group, LLC Ishares S&P 500 Growth ETF Transaction History
Windsor Advisory Group, LLC
- $88.6 Billion
- Q3 2024
A detailed history of Windsor Advisory Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 2,420 shares of IVW stock, worth $241,806. This represents 0.26% of its overall portfolio holdings.
Number of Shares
2,420
Previous 2,420
-0.0%
Holding current value
$241,806
Previous $224 Million
3.47%
% of portfolio
0.26%
Previous 0.45%
Shares
1 transactions
Others Institutions Holding IVW
# of Institutions
1,818Shares Held
417MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.65 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.41 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.33 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.86 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.57 Billion0.69% of portfolio