Legacy Financial Strategies, LLC Ishares S&P 500 Growth ETF Transaction History
Legacy Financial Strategies, LLC
- $409 Million
- Q2 2024
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
1,698Shares Held
395MCall Options Held
379KPut Options Held
355K-
Jpmorgan Chase & CO New York, NY46.7MShares$4.19 Billion0.36% of portfolio
-
Envestnet Asset Management Inc33.3MShares$3 Billion1.07% of portfolio
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Morgan Stanley New York, NY31.4MShares$2.82 Billion0.22% of portfolio
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Bank Of America Corp Charlotte, NC17.8MShares$1.6 Billion0.14% of portfolio
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Wells Fargo & Company San Francisco, CA15.1MShares$1.36 Billion0.31% of portfolio