Grey Fox Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History
Grey Fox Wealth Advisors, LLC
- $284 Billion
- Q2 2024
A detailed history of Grey Fox Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 2,450 shares of IVW stock, worth $233,436. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,450
Previous 3,100
20.97%
Holding current value
$233,436
Previous $262 Million
13.38%
% of portfolio
0.08%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding IVW
# of Institutions
1,758Shares Held
430MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.67 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.54 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.18 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.82 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.48 Billion0.35% of portfolio