Capital Advisory Group Advisory Services, LLC Ishares S&P 500 Growth ETF Transaction History

Capital Advisory Group Advisory Services, LLC

$210 Million
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 May 28, 2020	SELL	$35.15 - $44.43 $2,987 - $3,776	-85 Closed	0 $0
Q3 2018 May 28, 2020	BUY	$40.58 - $44.29 $3,449 - $3,764	85 New	85 $15,000

Others Institutions Holding IVW

# of Institutions

1,688

Shares Held

392M

Call Options Held

379K

Put Options Held

355K

Jpmorgan Chase & CO New York, NY

46.7M
Shares

$4.3 Billion
0.36% of portfolio
Envestnet Asset Management Inc

33.3M
Shares

$3.07 Billion
1.07% of portfolio
Morgan Stanley New York, NY

31.4M
Shares

$2.89 Billion
0.22% of portfolio
Bank Of America Corp Charlotte, NC

17.8M
Shares

$1.64 Billion
0.14% of portfolio
Wells Fargo & Company San Francisco, CA

15.1M
Shares

$1.39 Billion
0.31% of portfolio

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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