Vestia Personal Wealth Advisors Ishares S&P 500 Growth ETF Transaction History
Vestia Personal Wealth Advisors
- $121 Billion
- Q4 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 2,500 shares of IVW stock, worth $231,875. This represents 0.21% of its overall portfolio holdings.
Number of Shares
2,500
Previous 2,645
5.48%
Holding current value
$231,875
Previous $253 Million
0.23%
% of portfolio
0.21%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
2,010Shares Held
428MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.24 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.16 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.03 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.72 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.66 Billion0.77% of portfolio