Geometric Wealth Advisors Ishares S&P 500 Growth ETF Transaction History
Geometric Wealth Advisors
- $518 Million
- Q3 2024
A detailed history of Geometric Wealth Advisors transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Geometric Wealth Advisors holds 6,832 shares of IVW stock, worth $694,609. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,832
Previous 6,832
-0.0%
Holding current value
$694,609
Previous $632,000
3.48%
% of portfolio
0.13%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
1,823Shares Held
417MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.73 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.49 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.39 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.89 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.59 Billion0.69% of portfolio