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 $1.74 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
17,456
Previous 14,135
23.49%
Holding current value
$1.74 Million
Previous $1.31 Billion
27.73%
% of portfolio
1.32%
Previous 1.2%
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