Curtis Advisory Group, LLC Ishares S&P 500 Growth ETF Transaction History
Curtis Advisory Group, LLC
- $358 Million
- Q4 2024
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 21,552 shares of IVW stock, worth $2.04 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
21,552
Previous 20,907
3.09%
Holding current value
$2.04 Million
Previous $2 Million
9.35%
% of portfolio
0.61%
Previous 0.6%
Shares
9 transactions
Others Institutions Holding IVW
# of Institutions
2,010Shares Held
428MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.34 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.26 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.09 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.76 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.7 Billion0.77% of portfolio