Lifeworks Advisors, LLC Ishares S&P 500 Growth ETF Transaction History
Lifeworks Advisors, LLC
- $496 Million
- Q3 2024
A detailed history of Lifeworks Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 11,608 shares of IVW stock, worth $1.14 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
11,608
Previous 11,529
0.69%
Holding current value
$1.14 Million
Previous $1.07 Million
4.22%
% of portfolio
0.22%
Previous 0.3%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
1,816Shares Held
415MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.57 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.34 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.28 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.83 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.54 Billion0.69% of portfolio