Valmark Advisers, Inc. Ishares S&P 500 Growth ETF Transaction History
Valmark Advisers, Inc.
- $6.54 Billion
- Q1 2025
A detailed history of Valmark Advisers, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Valmark Advisers, Inc. holds 680,388 shares of IVW stock, worth $60 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
680,388
Previous 695,288
2.14%
Holding current value
$60 Million
Previous $70.6 Million
10.53%
% of portfolio
0.97%
Previous 1.11%
Shares
31 transactions
Others Institutions Holding IVW
# of Institutions
2,015Shares Held
427MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.04 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$3.96 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$2.88 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.64 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.58 Billion0.77% of portfolio