Ehrlich Financial Group Ishares S&P 500 Growth ETF Transaction History
Ehrlich Financial Group
- $127 Billion
- Q2 2024
A detailed history of Ehrlich Financial Group transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Ehrlich Financial Group holds 143,048 shares of IVW stock, worth $12.9 Million. This represents 10.45% of its overall portfolio holdings.
Number of Shares
143,048
Previous 119,095
20.11%
Holding current value
$12.9 Million
Previous $10.1 Billion
31.63%
% of portfolio
10.45%
Previous 8.47%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
1,757Shares Held
431MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.42 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.3 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.01 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.73 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.4 Billion0.35% of portfolio