Univest Financial Corp Ishares S&P 500 Growth ETF Transaction History

Univest Financial Corp

$1.51 Billion
Q3 2024

A detailed history of Univest Financial Corp transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Univest Financial Corp holds 3,846 shares of IVW stock, worth $387,138. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,846

Holding current value

$387,138

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$84.77 - $97.13 $326,025 - $373,561	3,846 New	3,846 $368,000

Others Institutions Holding IVW

# of Institutions

1,818

Shares Held

417M

Call Options Held

355K

Put Options Held

454K

Envestnet Asset Management Inc

46.5M
Shares

$4.68 Billion
1.47% of portfolio
Jpmorgan Chase & CO New York, NY

44.1M
Shares

$4.44 Billion
0.35% of portfolio
Morgan Stanley New York, NY

33.3M
Shares

$3.36 Billion
0.24% of portfolio
Bank Of America Corp Charlotte, NC

18.6M
Shares

$1.87 Billion
0.15% of portfolio
Lpl Financial LLC Fort Mill, SC

15.7M
Shares

$1.58 Billion
0.69% of portfolio

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About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Univest Financial Corp Ishares S&P 500 Growth ETF Transaction History