Vestia Personal Wealth Advisors Ishares S&P 500 Growth ETF Transaction History
Vestia Personal Wealth Advisors
- $106 Billion
- Q3 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 2,645 shares of IVW stock, worth $264,288. This represents 0.24% of its overall portfolio holdings.
Number of Shares
2,645
Previous 2,651
0.23%
Holding current value
$264,288
Previous $245 Million
3.24%
% of portfolio
0.24%
Previous 0.26%
Shares
2 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