Goal Vest Advisory LLC Ishares S&P 500 Growth ETF Transaction History
Goal Vest Advisory LLC
- $352 Million
- Q4 2024
A detailed history of Goal Vest Advisory LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Goal Vest Advisory LLC holds 308 shares of IVW stock, worth $31,856. This represents 0.01% of its overall portfolio holdings.
Number of Shares
308
Previous 548
43.8%
Holding current value
$31,856
Previous $52,000
40.38%
% of portfolio
0.01%
Previous 0.02%
Shares
10 transactions
Others Institutions Holding IVW
# of Institutions
1,999Shares Held
428MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.73 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.64 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.38 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.92 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.86 Billion0.77% of portfolio