Capital Directions Investment Advisors, LLC Ishares S&P 500 Growth ETF Transaction History
Capital Directions Investment Advisors, LLC
- $268 Million
- Q4 2022
A detailed history of Capital Directions Investment Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 1,336 shares of IVW stock, worth $125,223. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,336
Previous 0
Infinity%
Holding current value
$125,223
Previous $77,000
1.3%
% of portfolio
0.03%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding IVW
# of Institutions
1,755Shares Held
430MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.59 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.47 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.12 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.79 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.46 Billion0.35% of portfolio