Jfs Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History
Jfs Wealth Advisors, LLC
- $1.56 Billion
- Q2 2025
A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 144,551 shares of IVW stock, worth $16.5 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
144,551
Previous 151,593
4.65%
Holding current value
$16.5 Million
Previous $14.1 Million
13.1%
% of portfolio
1.02%
Previous 0.96%
Shares
22 transactions
Others Institutions Holding IVW
# of Institutions
2,070Shares Held
421MCall Options Held
196KPut Options Held
101K-
Envestnet Asset Management Inc48.1MShares$5.48 Billion1.49% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$5 Billion0.32% of portfolio
-
Morgan Stanley New York, NY32.9MShares$3.76 Billion0.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.9MShares$2.16 Billion0.71% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$2.15 Billion0.14% of portfolio