Clearstead Trust, LLC Ishares S&P 500 Growth ETF Transaction History
Clearstead Trust, LLC
- $372 Million
- Q3 2024
A detailed history of Clearstead Trust, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Clearstead Trust, LLC holds 1,168 shares of IVW stock, worth $120,023. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,168
Previous 2,053
43.11%
Holding current value
$120,023
Previous $189,000
41.27%
% of portfolio
0.03%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
1,824Shares Held
417MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.78 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.53 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.43 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.91 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.61 Billion0.69% of portfolio