Gradient Capital Advisors, LLC Ishares S&P 500 Growth ETF Transaction History
Gradient Capital Advisors, LLC
- $296 Million
- Q3 2024
A detailed history of Gradient Capital Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 5,486 shares of IVW stock, worth $534,994. This represents 0.18% of its overall portfolio holdings.
Number of Shares
5,486
Previous 5,486
-0.0%
Holding current value
$534,994
Previous $507,000
3.55%
% of portfolio
0.18%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
1,765Shares Held
428MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.78 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.65 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.25 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.87 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.51 Billion0.35% of portfolio