Round Rock Advisors, LLC Ishares S&P 500 Growth ETF Transaction History
Round Rock Advisors, LLC
- $415 Million
- Q1 2024
A detailed history of Round Rock Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Round Rock Advisors, LLC holds 31,460 shares of IVW stock, worth $2.9 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
31,460
Previous 30,922
1.74%
Holding current value
$2.9 Million
Previous $2.32 Million
14.38%
% of portfolio
0.64%
Previous 0.59%
Shares
14 transactions
Others Institutions Holding IVW
# of Institutions
1,688Shares Held
392MCall Options Held
379KPut Options Held
355K-
Jpmorgan Chase & CO New York, NY46.7MShares$4.3 Billion0.36% of portfolio
-
Envestnet Asset Management Inc33.3MShares$3.07 Billion1.07% of portfolio
-
Morgan Stanley New York, NY31.4MShares$2.89 Billion0.22% of portfolio
-
Bank Of America Corp Charlotte, NC17.8MShares$1.64 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA15.1MShares$1.39 Billion0.31% of portfolio