Form Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History
Form Wealth Advisors, LLC
- $736 Billion
- Q1 2025
A detailed history of Form Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Form Wealth Advisors, LLC holds 29,450 shares of IVW stock, worth $2.66 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
29,450Holding current value
$2.66 Million% of portfolio
0.37%Shares
1 transactions
Others Institutions Holding IVW
# of Institutions
2,016Shares Held
428MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.13 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.06 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$2.95 Billion0.24% of portfolio
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Bank Of America Corp Charlotte, NC18.6MShares$1.68 Billion0.16% of portfolio
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Lpl Financial LLC Fort Mill, SC17.9MShares$1.62 Billion0.77% of portfolio