Sound View Wealth Advisors Group, LLC Ishares S&P 500 Growth ETF Transaction History
Sound View Wealth Advisors Group, LLC
- $1.2 Billion
- Q1 2025
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 13,853 shares of IVW stock, worth $1.46 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
13,853
Previous 13,931
0.56%
Holding current value
$1.46 Million
Previous $1.41 Million
9.12%
% of portfolio
0.11%
Previous 0.12%
Shares
12 transactions
Others Institutions Holding IVW
# of Institutions
2,027Shares Held
427MCall Options Held
203KPut Options Held
136K-
Envestnet Asset Management Inc48.1MShares$5.05 Billion1.49% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$4.6 Billion0.32% of portfolio
-
Morgan Stanley New York, NY32.9MShares$3.46 Billion0.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.9MShares$1.99 Billion0.71% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$1.98 Billion0.14% of portfolio