Uptown Financial Advisors LLC Ishares S&P 500 Growth ETF Transaction History
Uptown Financial Advisors LLC
- $98 Billion
- Q1 2025
A detailed history of Uptown Financial Advisors LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 2,430 shares of IVW stock, worth $251,699. This represents 0.23% of its overall portfolio holdings.
Number of Shares
2,430Holding current value
$251,699% of portfolio
0.23%Shares
1 transactions
Others Institutions Holding IVW
# of Institutions
2,027Shares Held
427MCall Options Held
203KPut Options Held
136K-
Envestnet Asset Management Inc48.1MShares$4.98 Billion1.49% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$4.54 Billion0.32% of portfolio
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Morgan Stanley New York, NY32.9MShares$3.41 Billion0.22% of portfolio
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Lpl Financial LLC Fort Mill, SC18.9MShares$1.96 Billion0.71% of portfolio
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Bank Of America Corp Charlotte, NC18.8MShares$1.95 Billion0.14% of portfolio