Curtis Advisory Group, LLC Ishares S&P 500 Growth ETF Transaction History
Curtis Advisory Group, LLC
- $378 Million
- Q2 2025
A detailed history of Curtis Advisory Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 5,179 shares of IVW stock, worth $631,838. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,179
Previous 5,179
-0.0%
Holding current value
$631,838
Previous $480,000
18.75%
% of portfolio
0.15%
Previous 0.15%
Shares
10 transactions
Others Institutions Holding IVW
# of Institutions
2,094Shares Held
424MCall Options Held
246KPut Options Held
101K-
Envestnet Asset Management Inc45.4MShares$5.54 Billion1.53% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$5.34 Billion0.32% of portfolio
-
Morgan Stanley New York, NY34MShares$4.15 Billion0.25% of portfolio
-
Bank Of America Corp Charlotte, NC18.7MShares$2.28 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.6MShares$2.27 Billion0.72% of portfolio