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 $548,161. This represents 0.18% of its overall portfolio holdings.
Number of Shares
5,486
Previous 5,486
-0.0%
Holding current value
$548,161
Previous $507,000
3.55%
% of portfolio
0.18%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
1,818Shares Held
417MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.65 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.41 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.33 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.86 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.57 Billion0.69% of portfolio