Windsor Advisory Group, LLC Ishares S&P 500 Growth ETF Transaction History
Windsor Advisory Group, LLC
- $77.4 Billion
- Q1 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 $276,702. This represents 0.29% of its overall portfolio holdings.
Number of Shares
2,420
Previous 2,420
-0.0%
Holding current value
$276,702
Previous $246 Million
8.57%
% of portfolio
0.29%
Previous 0.29%
Shares
1 transactions
Others Institutions Holding IVW
# of Institutions
2,071Shares Held
419MCall Options Held
196KPut Options Held
101K-
Envestnet Asset Management Inc45.4MShares$5.19 Billion1.53% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$5.01 Billion0.32% of portfolio
-
Morgan Stanley New York, NY32.9MShares$3.77 Billion0.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.9MShares$2.16 Billion0.71% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$2.15 Billion0.14% of portfolio