Orion Capital Management LLC Ishares S&P 500 Growth ETF Transaction History

Orion Capital Management LLC

$185 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$58.13 - $77.8 $1,395 - $1,867	-24 Closed	0 $0
Q1 2022 May 11, 2022	BUY	$68.33 - $84.32 $1,639 - $2,023	24 New	24 $2,000

Others Institutions Holding IVW

# of Institutions

1,757

Shares Held

431M

Call Options Held

281K

Put Options Held

217K

Envestnet Asset Management Inc

49M
Shares

$4.67 Billion
1.61% of portfolio
Jpmorgan Chase & CO New York, NY

47.7M
Shares

$4.54 Billion
0.39% of portfolio
Morgan Stanley New York, NY

33.3M
Shares

$3.18 Billion
0.24% of portfolio
Bank Of America Corp Charlotte, NC

19.1M
Shares

$1.82 Billion
0.16% of portfolio
Wells Fargo & Company San Francisco, CA

15.5M
Shares

$1.48 Billion
0.35% of portfolio

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

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