Financial Synergies Wealth Advisors, Inc. Ishares S&P 500 Growth ETF Transaction History
Financial Synergies Wealth Advisors, Inc.
- $742 Billion
- Q2 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 3,230 shares of IVW stock, worth $290,377. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,230
Previous 4,797
32.67%
Holding current value
$290,377
Previous $405 Million
26.2%
% of portfolio
0.04%
Previous 0.05%
Shares
12 transactions
Others Institutions Holding IVW
# of Institutions
1,698Shares Held
395MCall Options Held
379KPut Options Held
355K-
Jpmorgan Chase & CO New York, NY46.7MShares$4.19 Billion0.36% of portfolio
-
Envestnet Asset Management Inc33.3MShares$3 Billion1.07% of portfolio
-
Morgan Stanley New York, NY31.4MShares$2.82 Billion0.22% of portfolio
-
Bank Of America Corp Charlotte, NC17.8MShares$1.6 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA15.1MShares$1.36 Billion0.31% of portfolio