Lws Wealth Advisors, Inc. Ishares S&P 500 Growth ETF Transaction History
Lws Wealth Advisors, Inc.
- $255 Million
- Q4 2023
A detailed history of Lws Wealth Advisors, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 86,278 shares of IVW stock, worth $8.29 Million. This represents 2.54% of its overall portfolio holdings.
Number of Shares
86,278
Previous 87,347
1.22%
Holding current value
$8.29 Million
Previous $5.98 Million
8.42%
% of portfolio
2.54%
Previous 2.72%
Shares
17 transactions
Others Institutions Holding IVW
# of Institutions
1,681Shares Held
386MCall Options Held
379KPut Options Held
363K-
Jpmorgan Chase & CO New York, NY46.7MShares$4.48 Billion0.36% of portfolio
-
Envestnet Asset Management Inc33.3MShares$3.2 Billion1.07% of portfolio
-
Morgan Stanley New York, NY31.4MShares$3.01 Billion0.22% of portfolio
-
Bank Of America Corp Charlotte, NC17.8MShares$1.71 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA15.1MShares$1.45 Billion0.31% of portfolio