Cfs Investment Advisory Services, LLC Ishares S&P 500 Growth ETF Transaction History
Cfs Investment Advisory Services, LLC
- $1.12 Billion
- Q4 2024
A detailed history of Cfs Investment Advisory Services, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 188,368 shares of IVW stock, worth $19.6 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
188,368
Previous 200,652
6.12%
Holding current value
$19.6 Million
Previous $19.2 Million
0.45%
% of portfolio
1.71%
Previous 1.61%
Shares
8 transactions
Others Institutions Holding IVW
# of Institutions
1,857Shares Held
415MCall Options Held
355KPut Options Held
483K-
Envestnet Asset Management Inc46.5MShares$4.83 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.58 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.46 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.93 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.63 Billion0.69% of portfolio