True Link Financial Advisors, LLC Ishares S&P 500 Growth ETF Transaction History
True Link Financial Advisors, LLC
- $1.55 Billion
- Q3 2025
A detailed history of True Link Financial Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, True Link Financial Advisors, LLC holds 21,059 shares of IVW stock, worth $2.55 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
21,059
Previous 22,045
4.47%
Holding current value
$2.55 Million
Previous $2.43 Million
4.74%
% of portfolio
0.16%
Previous 0.17%
Shares
5 transactions
Others Institutions Holding IVW
# of Institutions
2,176Shares Held
420MCall Options Held
212KPut Options Held
158K-
Envestnet Asset Management Inc45.6MShares$5.51 Billion1.7% of portfolio
-
Jpmorgan Chase & CO New York, NY41.3MShares$5 Billion0.33% of portfolio
-
Morgan Stanley New York, NY33.5MShares$4.05 Billion0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$2.36 Billion0.73% of portfolio
-
Bank Of America Corp Charlotte, NC18.4MShares$2.23 Billion0.16% of portfolio