Investment Advisory Group, LLC Ishares S&P 500 Growth ETF Transaction History
Investment Advisory Group, LLC
- $254 Million
- Q2 2024
A detailed history of Investment Advisory Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Investment Advisory Group, LLC holds 62,423 shares of IVW stock, worth $5.63 Million. This represents 2.27% of its overall portfolio holdings.
Number of Shares
62,423
Previous 60,008
4.02%
Holding current value
$5.63 Million
Previous $5.07 Million
13.99%
% of portfolio
2.27%
Previous 2.12%
Shares
11 transactions
Others Institutions Holding IVW
# of Institutions
1,757Shares Held
431MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.42 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.3 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.01 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.73 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.4 Billion0.35% of portfolio