Client 1 St Advisory Group, LLC Ishares S&P 500 Growth ETF Transaction History
Client 1 St Advisory Group, LLC
- $320 Million
- Q4 2025
A detailed history of Client 1 St Advisory Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 38,612 shares of IVW stock, worth $4.67 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
38,612
Previous 36,266
6.47%
Holding current value
$4.67 Million
Previous $4.38 Million
6.74%
% of portfolio
1.46%
Previous 1.43%
Shares
10 transactions
Others Institutions Holding IVW
# of Institutions
2,184Shares Held
421MCall Options Held
212KPut Options Held
158K-
Envestnet Asset Management Inc45.6MShares$5.51 Billion1.7% of portfolio
-
Jpmorgan Chase & CO New York, NY41.3MShares$5 Billion0.33% of portfolio
-
Morgan Stanley New York, NY33.5MShares$4.05 Billion0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$2.36 Billion0.73% of portfolio
-
Bank Of America Corp Charlotte, NC18.4MShares$2.23 Billion0.16% of portfolio