True Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History
True Wealth Advisors, LLC
- $262 Million
- Q4 2024
A detailed history of True Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, True Wealth Advisors, LLC holds 4,222 shares of IVW stock, worth $450,191. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,222
Previous 4,222
-0.0%
Holding current value
$450,191
Previous $404,000
5.94%
% of portfolio
0.16%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding IVW
# of Institutions
1,984Shares Held
429MCall Options Held
287KPut Options Held
96.1K-
Envestnet Asset Management Inc45.7MShares$4.88 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.79 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.48 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.98 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.91 Billion0.77% of portfolio