Ulrich Consultants & Investment Group, LLC Ishares S&P 500 Growth ETF Transaction History
Ulrich Consultants & Investment Group, LLC
- $41.4 Million
- Q2 2023
A detailed history of Ulrich Consultants & Investment Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Ulrich Consultants & Investment Group, LLC holds 13,106 shares of IVW stock, worth $1.35 Million. This represents 2.23% of its overall portfolio holdings.
Number of Shares
13,106
Previous 13,106
-0.0%
Holding current value
$1.35 Million
Previous $837,000
10.27%
% of portfolio
2.23%
Previous 1.75%
Shares
1 transactions
Others Institutions Holding IVW
# of Institutions
1,824Shares Held
417MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.78 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.53 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.43 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.91 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.61 Billion0.69% of portfolio