Helium Advisors LLC Ishares S&P 500 Growth ETF Transaction History

Helium Advisors LLC

$126 Billion
Q4 2024

A detailed history of Helium Advisors LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Helium Advisors LLC holds 18,157 shares of IVW stock, worth $1.94 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares

18,157

Holding current value

$1.94 Million

% of portfolio

1.46%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 18, 2025	BUY	$94.43 - $105.47 $1.71 Million - $1.92 Million	18,157 New	18,157 $1.84 Billion

Others Institutions Holding IVW

# of Institutions

1,998

Shares Held

428M

Call Options Held

183K

Put Options Held

101K

Envestnet Asset Management Inc

45.7M
Shares

$4.88 Billion
1.54% of portfolio
Jpmorgan Chase & CO New York, NY

44.9M
Shares

$4.79 Billion
0.37% of portfolio
Morgan Stanley New York, NY

32.6M
Shares

$3.48 Billion
0.24% of portfolio
Bank Of America Corp Charlotte, NC

18.6M
Shares

$1.98 Billion
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

17.9M
Shares

$1.91 Billion
0.77% of portfolio

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Helium Advisors LLC Ishares S&P 500 Growth ETF Transaction History