Foundations Investment Advisors, LLC Ishares S&P 500 Growth ETF Transaction History
Foundations Investment Advisors, LLC
- $4.46 Billion
- Q3 2024
A detailed history of Foundations Investment Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 1,429,126 shares of IVW stock, worth $139 Million. This represents 3.07% of its overall portfolio holdings.
Number of Shares
1,429,126
Previous 1,248,891
14.43%
Holding current value
$139 Million
Previous $116 Million
18.4%
% of portfolio
3.07%
Previous 2.99%
Shares
16 transactions
Others Institutions Holding IVW
# of Institutions
1,765Shares Held
428MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.78 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.65 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.25 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.87 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.51 Billion0.35% of portfolio