My Legacy Advisors, LLC Ishares S&P 500 Growth ETF Transaction History
My Legacy Advisors, LLC
- $275 Million
- Q4 2023
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 21,787 shares of IVW stock, worth $2.12 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
21,787
Previous 19,751
10.31%
Holding current value
$2.12 Million
Previous $1.35 Million
21.1%
% of portfolio
0.6%
Previous 0.55%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
1,680Shares Held
388MCall Options Held
379KPut Options Held
363K-
Jpmorgan Chase & CO New York, NY46.7MShares$4.53 Billion0.36% of portfolio
-
Envestnet Asset Management Inc33.3MShares$3.24 Billion1.07% of portfolio
-
Morgan Stanley New York, NY31.4MShares$3.05 Billion0.22% of portfolio
-
Bank Of America Corp Charlotte, NC17.8MShares$1.73 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA15.1MShares$1.47 Billion0.31% of portfolio