Client 1 St Advisory Group, LLC Ishares S&P 500 Growth ETF Transaction History
Client 1 St Advisory Group, LLC
- $230 Million
- Q2 2024
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 14,449 shares of IVW stock, worth $1.52 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
14,449
Previous 4,516
219.95%
Holding current value
$1.52 Million
Previous $381,000
250.92%
% of portfolio
0.58%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding IVW
# of Institutions
1,823Shares Held
417MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.88 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.63 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.5 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.95 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.65 Billion0.69% of portfolio