Forthright Family Wealth Advisory LLC Ishares S&P 500 Growth ETF Transaction History
Forthright Family Wealth Advisory LLC
- $155 Billion
- Q2 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 37,736 shares of IVW stock, worth $3.75 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
37,736
Previous 31,532
19.68%
Holding current value
$3.75 Million
Previous $2.66 Billion
31.16%
% of portfolio
2.25%
Previous 1.79%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
1,816Shares Held
414MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.62 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.39 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.32 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.85 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.56 Billion0.69% of portfolio