Erts Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History
Erts Wealth Advisors, LLC
- $490 Million
- Q1 2024
A detailed history of Erts Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 6,733 shares of IVW stock, worth $623,071. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,733
Previous 6,818
1.25%
Holding current value
$623,071
Previous $512,000
10.94%
% of portfolio
0.12%
Previous 0.11%
Shares
10 transactions
Others Institutions Holding IVW
# of Institutions
1,675Shares Held
384MCall Options Held
379KPut Options Held
363K-
Jpmorgan Chase & CO New York, NY46.7MShares$4.32 Billion0.36% of portfolio
-
Envestnet Asset Management Inc33.3MShares$3.09 Billion1.07% of portfolio
-
Morgan Stanley New York, NY31.4MShares$2.9 Billion0.22% of portfolio
-
Bank Of America Corp Charlotte, NC17.8MShares$1.65 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA15.1MShares$1.4 Billion0.31% of portfolio