Capital Performance Advisors LLP Ishares S&P 500 Growth ETF Transaction History
Capital Performance Advisors LLP
- $449 Million
- Q1 2025
A detailed history of Capital Performance Advisors LLP transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Capital Performance Advisors LLP holds 23,629 shares of IVW stock, worth $2.48 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
23,629
Previous 22,534
4.86%
Holding current value
$2.48 Million
Previous $2.29 Million
4.11%
% of portfolio
0.49%
Previous 0.74%
Shares
4 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