Merkkuri Wealth Advisors LLC Ishares S&P 500 Growth ETF Transaction History
Merkkuri Wealth Advisors LLC
- $127 Billion
- Q3 2024
A detailed history of Merkkuri Wealth Advisors LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 17,456 shares of IVW stock, worth $1.71 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
17,456
Previous 14,135
23.49%
Holding current value
$1.71 Million
Previous $1.31 Billion
27.73%
% of portfolio
1.32%
Previous 1.2%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
1,769Shares Held
430MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.8 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.67 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.27 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.87 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.52 Billion0.35% of portfolio