Concorde Asset Management, LLC Ishares S&P 500 Growth ETF Transaction History
Concorde Asset Management, LLC
- $149 Million
- Q1 2024
A detailed history of Concorde Asset Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Concorde Asset Management, LLC holds 23,422 shares of IVW stock, worth $2.22 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
23,422
Previous 14,026
66.99%
Holding current value
$2.22 Million
Previous $1.05 Million
87.75%
% of portfolio
1.32%
Previous 0.68%
Shares
22 transactions
Others Institutions Holding IVW
# of Institutions
1,678Shares Held
384MCall Options Held
379KPut Options Held
363K-
Jpmorgan Chase & CO New York, NY46.7MShares$4.43 Billion0.36% of portfolio
-
Envestnet Asset Management Inc33.3MShares$3.16 Billion1.07% of portfolio
-
Morgan Stanley New York, NY31.4MShares$2.98 Billion0.22% of portfolio
-
Bank Of America Corp Charlotte, NC17.8MShares$1.69 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA15.1MShares$1.44 Billion0.31% of portfolio