Cornerstone Wealth Advisors, Inc. Ishares S&P 500 Growth ETF Transaction History
Cornerstone Wealth Advisors, Inc.
- $334 Million
- Q2 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 3,850 shares of IVW stock, worth $364,556. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,850
Previous 3,850
-0.0%
Holding current value
$364,556
Previous $325,000
9.54%
% of portfolio
0.11%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
1,756Shares Held
431MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.64 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.16 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.81 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.47 Billion0.35% of portfolio