Capital Advantage, Inc. Ishares S&P 500 Growth ETF Transaction History
Capital Advantage, Inc.
- $520 Million
- Q3 2024
A detailed history of Capital Advantage, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Capital Advantage, Inc. holds 42,883 shares of IVW stock, worth $4.28 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
42,883
Previous 31,181
37.53%
Holding current value
$4.28 Million
Previous $2.89 Million
42.32%
% of portfolio
0.79%
Previous 0.6%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
1,818Shares Held
417MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.65 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.41 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.33 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.86 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.57 Billion0.69% of portfolio