Avondale Wealth Management Ishares S&P 500 Growth ETF Transaction History
Avondale Wealth Management
- $144 Million
- Q2 2024
A detailed history of Avondale Wealth Management transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Avondale Wealth Management holds 434 shares of IVW stock, worth $38,287. This represents 0.03% of its overall portfolio holdings.
Number of Shares
434
Previous 278
56.12%
Holding current value
$38,287
Previous $23,000
73.91%
% of portfolio
0.03%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
1,757Shares Held
431MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.32 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.2 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$2.94 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.69 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.37 Billion0.35% of portfolio