Annex Advisory Services, LLC Ishares S&P 500 Growth ETF Transaction History
Annex Advisory Services, LLC
- $2.73 Billion
- Q2 2024
A detailed history of Annex Advisory Services, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Annex Advisory Services, LLC holds 4,165 shares of IVW stock, worth $396,757. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,165
Previous 4,055
2.71%
Holding current value
$396,757
Previous $342,000
12.57%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding IVW
# of Institutions
1,757Shares Held
431MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.67 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.54 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.18 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.82 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.48 Billion0.35% of portfolio