Geometric Wealth Advisors Ishares S&P 500 Growth ETF Transaction History
Geometric Wealth Advisors
- $561 Million
- Q1 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 $778,984. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,832
Previous 6,832
-0.0%
Holding current value
$778,984
Previous $693,000
8.51%
% of portfolio
0.11%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
2,068Shares Held
421MCall Options Held
196KPut Options Held
101K-
Envestnet Asset Management Inc48.1MShares$5.48 Billion1.49% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$5 Billion0.32% of portfolio
-
Morgan Stanley New York, NY32.9MShares$3.76 Billion0.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.9MShares$2.16 Billion0.71% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$2.15 Billion0.14% of portfolio