Polaris Wealth Advisory Group, LLC Ishares S&P 500 Growth ETF Transaction History
Polaris Wealth Advisory Group, LLC
- $1.3 Billion
- Q3 2023
A detailed history of Polaris Wealth Advisory Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 150,821 shares of IVW stock, worth $14.5 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
150,821
Previous 131,512
14.68%
Holding current value
$14.5 Million
Previous $9.27 Million
11.34%
% of portfolio
0.79%
Previous 0.72%
Shares
17 transactions
Others Institutions Holding IVW
# of Institutions
1,679Shares Held
384MCall Options Held
379KPut Options Held
363K-
Jpmorgan Chase & CO New York, NY46.7MShares$4.47 Billion0.36% of portfolio
-
Envestnet Asset Management Inc33.3MShares$3.2 Billion1.07% of portfolio
-
Morgan Stanley New York, NY31.4MShares$3.01 Billion0.22% of portfolio
-
Bank Of America Corp Charlotte, NC17.8MShares$1.71 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA15.1MShares$1.45 Billion0.31% of portfolio