M3 Advisory Group, LLC Ishares S&P 500 Growth ETF Transaction History
M3 Advisory Group, LLC
- $121 Billion
- Q2 2024
A detailed history of M3 Advisory Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, M3 Advisory Group, LLC holds 2,539 shares of IVW stock, worth $237,142. This represents 0.19% of its overall portfolio holdings.
Number of Shares
2,539
Previous 2,527
0.47%
Holding current value
$237,142
Previous $213 Million
10.13%
% of portfolio
0.19%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
1,757Shares Held
431MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.58 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.45 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.11 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.79 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.45 Billion0.35% of portfolio