Windsor Advisory Group, LLC Ishares S&P 500 Growth ETF Transaction History
Windsor Advisory Group, LLC
- $113 Billion
- Q3 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 2,586 shares of IVW stock, worth $313,009. This represents 0.28% of its overall portfolio holdings.
Number of Shares
2,586
Previous 2,420
6.86%
Holding current value
$313,009
Previous $266 Million
17.17%
% of portfolio
0.28%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
2,175Shares Held
420MCall Options Held
212KPut Options Held
158K-
Envestnet Asset Management Inc45.6MShares$5.51 Billion1.7% of portfolio
-
Jpmorgan Chase & CO New York, NY41.3MShares$5 Billion0.33% of portfolio
-
Morgan Stanley New York, NY33.5MShares$4.05 Billion0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$2.36 Billion0.73% of portfolio
-
Bank Of America Corp Charlotte, NC18.4MShares$2.23 Billion0.16% of portfolio