Brio Consultants, LLC Ishares S&P 500 Growth ETF Transaction History
Brio Consultants, LLC
- $605 Million
- Q2 2024
A detailed history of Brio Consultants, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Brio Consultants, LLC holds 5,548 shares of IVW stock, worth $518,183. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,548
Previous 5,548
-0.0%
Holding current value
$518,183
Previous $468,000
9.62%
% of portfolio
0.08%
Previous 0.08%
Shares
20 transactions
Others Institutions Holding IVW
# of Institutions
1,757Shares Held
431MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.58 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.45 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.11 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.79 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.45 Billion0.35% of portfolio