Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. Ishares S&P 500 Growth ETF Transaction History
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
- $467 Million
- Q2 2024
A detailed history of Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. holds 20,200 shares of IVW stock, worth $1.92 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
20,200
Previous 20,200
-0.0%
Holding current value
$1.92 Million
Previous $1.71 Million
9.62%
% of portfolio
0.4%
Previous 0.28%
Shares
9 transactions
Others Institutions Holding IVW
# of Institutions
1,757Shares Held
431MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.67 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.54 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.18 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.82 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.48 Billion0.35% of portfolio