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 $19.2 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
188,368
Previous 200,652
6.12%
Holding current value
$19.2 Million
Previous $19.2 Million
0.45%
% of portfolio
1.71%
Previous 1.61%
Shares
8 transactions
Others Institutions Holding IVW
# of Institutions
2,002Shares Held
428MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.66 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.58 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.33 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.89 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.83 Billion0.77% of portfolio