Canvas Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History
Canvas Wealth Advisors, LLC
- $398 Million
- Q1 2025
A detailed history of Canvas Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 4,527 shares of IVW stock, worth $475,787. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,527
Previous 4,016
12.72%
Holding current value
$475,787
Previous $407,000
3.19%
% of portfolio
0.11%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
2,027Shares Held
427MCall Options Held
203KPut Options Held
136K-
Envestnet Asset Management Inc48.1MShares$5.05 Billion1.49% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$4.6 Billion0.32% of portfolio
-
Morgan Stanley New York, NY32.9MShares$3.46 Billion0.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.9MShares$1.99 Billion0.71% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$1.98 Billion0.14% of portfolio