Cornerstone Wealth Advisors, Inc. Ishares S&P 500 Growth ETF Transaction History
Cornerstone Wealth Advisors, Inc.
- $364 Million
- Q4 2024
A detailed history of Cornerstone Wealth Advisors, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Cornerstone Wealth Advisors, Inc. holds 3,889 shares of IVW stock, worth $375,405. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,889
Previous 3,850
1.01%
Holding current value
$375,405
Previous $368,000
7.07%
% of portfolio
0.11%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
2,008Shares Held
428MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.41 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.33 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.15 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.79 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.73 Billion0.77% of portfolio