Palo Alto Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History
Palo Alto Wealth Advisors, LLC
- $343 Billion
- Q3 2025
A detailed history of Palo Alto Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 3,133 shares of IVW stock, worth $379,218. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,133Holding current value
$379,218% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding IVW
# of Institutions
2,172Shares Held
420MCall Options Held
212KPut Options Held
158K-
Envestnet Asset Management Inc45.6MShares$5.51 Billion1.7% of portfolio
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Jpmorgan Chase & CO New York, NY41.3MShares$5 Billion0.33% of portfolio
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Morgan Stanley New York, NY33.5MShares$4.05 Billion0.25% of portfolio
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Lpl Financial LLC Fort Mill, SC19.5MShares$2.36 Billion0.73% of portfolio
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Bank Of America Corp Charlotte, NC18.4MShares$2.23 Billion0.16% of portfolio