Geometric Wealth Advisors Ishares S&P 500 Growth ETF Transaction History
Geometric Wealth Advisors
- $614 Million
- Q2 2025
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 $818,200. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,832
Previous 6,832
-0.0%
Holding current value
$818,200
Previous $634,000
18.61%
% of portfolio
0.12%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
2,101Shares Held
423MCall Options Held
246KPut Options Held
101K-
Envestnet Asset Management Inc45.4MShares$5.43 Billion1.53% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$5.25 Billion0.32% of portfolio
-
Morgan Stanley New York, NY34MShares$4.07 Billion0.25% of portfolio
-
Bank Of America Corp Charlotte, NC18.7MShares$2.24 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.6MShares$2.23 Billion0.72% of portfolio