Orba Wealth Advisors, L.L.C. Ishares S&P 500 Growth ETF Transaction History
Orba Wealth Advisors, L.L.C.
- $193 Billion
- Q2 2024
A detailed history of Orba Wealth Advisors, L.L.C. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 6,420 shares of IVW stock, worth $611,697. This represents 0.31% of its overall portfolio holdings.
Number of Shares
6,420
Previous 5,600
14.64%
Holding current value
$611,697
Previous $473 Million
25.64%
% of portfolio
0.31%
Previous 0.26%
Shares
3 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