Ehrlich Financial Group Ishares S&P 500 Growth ETF Transaction History
Ehrlich Financial Group
- $140 Billion
- Q3 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 118,460 shares of IVW stock, worth $12.2 Million. This represents 8.09% of its overall portfolio holdings.
Number of Shares
118,460
Previous 143,048
17.19%
Holding current value
$12.2 Million
Previous $13.2 Billion
14.32%
% of portfolio
8.09%
Previous 10.45%
Shares
4 transactions
Others Institutions Holding IVW
# of Institutions
1,824Shares Held
417MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.78 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.53 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.43 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.91 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.61 Billion0.69% of portfolio