Blue Zone Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History
Blue Zone Wealth Advisors, LLC
- $273 Million
- Q2 2024
A detailed history of Blue Zone Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 120,946 shares of IVW stock, worth $10.9 Million. This represents 4.1% of its overall portfolio holdings.
Number of Shares
120,946
Previous 130,554
7.36%
Holding current value
$10.9 Million
Previous $11 Million
1.53%
% of portfolio
4.1%
Previous 4.04%
Shares
19 transactions
Others Institutions Holding IVW
# of Institutions
1,757Shares Held
431MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.42 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.3 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.01 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.73 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.4 Billion0.35% of portfolio