Talisman Wealth Advisors LLC Ishares S&P 500 Growth ETF Transaction History
Talisman Wealth Advisors LLC
- $97.5 Million
- Q1 2025
A detailed history of Talisman Wealth Advisors LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 5,671 shares of IVW stock, worth $640,539. This represents 0.54% of its overall portfolio holdings.
Number of Shares
5,671
Previous 2,182
159.9%
Holding current value
$640,539
Previous $208,000
152.88%
% of portfolio
0.54%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
2,057Shares Held
423MCall Options Held
196KPut Options Held
101K-
Envestnet Asset Management Inc48.1MShares$5.43 Billion1.49% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$4.95 Billion0.32% of portfolio
-
Morgan Stanley New York, NY32.9MShares$3.72 Billion0.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.9MShares$2.14 Billion0.71% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$2.13 Billion0.14% of portfolio