Ehrlich Financial Group Ishares S&P 500 Growth ETF Transaction History
Ehrlich Financial Group
- $154 Billion
- Q2 2025
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 97,596 shares of IVW stock, worth $10.6 Million. This represents 6.96% of its overall portfolio holdings.
Number of Shares
97,596
Previous 118,441
17.6%
Holding current value
$10.6 Million
Previous $11 Billion
2.27%
% of portfolio
6.96%
Previous 8.01%
Shares
7 transactions
Others Institutions Holding IVW
# of Institutions
2,042Shares Held
426MCall Options Held
203KPut Options Held
136K-
Envestnet Asset Management Inc48.1MShares$5.24 Billion1.49% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$4.77 Billion0.32% of portfolio
-
Morgan Stanley New York, NY32.9MShares$3.59 Billion0.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.9MShares$2.06 Billion0.71% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$2.05 Billion0.14% of portfolio