Ever Source Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 26,803 shares of IVW stock, worth $2.82 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
26,803
Previous 19,109
40.26%
Holding current value
$2.82 Million
Previous $1.94 Million
28.25%
% of portfolio
0.15%
Previous 0.12%
Shares
10 transactions
Others Institutions Holding IVW
# of Institutions
2,027Shares Held
427MCall Options Held
203KPut Options Held
136K-
Envestnet Asset Management Inc48.1MShares$5.05 Billion1.49% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$4.6 Billion0.32% of portfolio
-
Morgan Stanley New York, NY32.9MShares$3.46 Billion0.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.9MShares$1.99 Billion0.71% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$1.98 Billion0.14% of portfolio