Guardian Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History
Guardian Wealth Advisors, LLC
- $169 Million
- Q2 2025
A detailed history of Guardian Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 56,222 shares of IVW stock, worth $6.73 Million. This represents 3.67% of its overall portfolio holdings.
Number of Shares
56,222
Previous 66,795
15.83%
Holding current value
$6.73 Million
Previous $6.2 Million
0.16%
% of portfolio
3.67%
Previous 3.98%
Shares
22 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