Montis Financial, LLC Ishares S&P 500 Growth ETF Transaction History

Montis Financial, LLC

$280 Million
Q3 2024

A detailed history of Montis Financial, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Montis Financial, LLC holds 2,242 shares of IVW stock, worth $218,639. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,242

Holding current value

$218,639

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 10, 2024	BUY	$84.77 - $97.13 $190,054 - $217,765	2,242 New	2,242 $214,000

Others Institutions Holding IVW

# of Institutions

1,765

Shares Held

428M

Call Options Held

281K

Put Options Held

217K

Envestnet Asset Management Inc

49M
Shares

$4.78 Billion
1.61% of portfolio
Jpmorgan Chase & CO New York, NY

47.7M
Shares

$4.65 Billion
0.39% of portfolio
Morgan Stanley New York, NY

33.3M
Shares

$3.25 Billion
0.24% of portfolio
Bank Of America Corp Charlotte, NC

19.1M
Shares

$1.87 Billion
0.16% of portfolio
Wells Fargo & Company San Francisco, CA

15.5M
Shares

$1.51 Billion
0.35% of portfolio

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Montis Financial, LLC Ishares S&P 500 Growth ETF Transaction History