Gen Trust, LLC Ishares S&P 500 Growth ETF Transaction History

Gen Trust, LLC

$1.82 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 08, 2019	SELL	$35.15 - $44.43 $89,632 - $113,296	-2,550 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$40.58 - $44.29 $103,479 - $112,939	2,550 New	2,550 $452,000

Others Institutions Holding IVW

# of Institutions

1,756

Shares Held

431M

Call Options Held

281K

Put Options Held

217K

Envestnet Asset Management Inc

49M
Shares

$4.64 Billion
1.61% of portfolio
Jpmorgan Chase & CO New York, NY

47.7M
Shares

$4.51 Billion
0.39% of portfolio
Morgan Stanley New York, NY

33.3M
Shares

$3.16 Billion
0.24% of portfolio
Bank Of America Corp Charlotte, NC

19.1M
Shares

$1.81 Billion
0.16% of portfolio
Wells Fargo & Company San Francisco, CA

15.5M
Shares

$1.47 Billion
0.35% of portfolio

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

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