My Legacy Advisors, LLC Ishares S&P 500 Growth ETF Transaction History
My Legacy Advisors, LLC
- $253 Million
- Q1 2025
A detailed history of My Legacy Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, My Legacy Advisors, LLC holds 50,984 shares of IVW stock, worth $5.27 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
50,984
Previous 50,095
1.77%
Holding current value
$5.27 Million
Previous $5.09 Million
7.24%
% of portfolio
1.86%
Previous 2.02%
Shares
8 transactions
Others Institutions Holding IVW
# of Institutions
2,027Shares Held
427MCall Options Held
203KPut Options Held
136K-
Envestnet Asset Management Inc48.1MShares$4.97 Billion1.49% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$4.53 Billion0.32% of portfolio
-
Morgan Stanley New York, NY32.9MShares$3.41 Billion0.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.9MShares$1.96 Billion0.71% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$1.95 Billion0.14% of portfolio