Windsor Advisory Group, LLC Ishares S&P 500 Growth ETF Transaction History
Windsor Advisory Group, LLC
- $70.5 Billion
- Q2 2025
A detailed history of Windsor Advisory Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 2,420 shares of IVW stock, worth $292,965. This represents 0.38% of its overall portfolio holdings.
Number of Shares
2,420
Previous 2,420
-0.0%
Holding current value
$292,965
Previous $225 Million
18.6%
% of portfolio
0.38%
Previous 0.29%
Shares
1 transactions
Others Institutions Holding IVW
# of Institutions
2,096Shares Held
424MCall Options Held
246KPut Options Held
101K-
Envestnet Asset Management Inc45.4MShares$5.49 Billion1.53% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$5.3 Billion0.32% of portfolio
-
Morgan Stanley New York, NY34MShares$4.12 Billion0.25% of portfolio
-
Bank Of America Corp Charlotte, NC18.7MShares$2.26 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.6MShares$2.26 Billion0.72% of portfolio