Talisman Wealth Advisors LLC Ishares S&P 500 Growth ETF Transaction History
Talisman Wealth Advisors LLC
- $120 Million
- Q3 2025
A detailed history of Talisman Wealth Advisors LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 7,733 shares of IVW stock, worth $936,002. This represents 0.78% of its overall portfolio holdings.
Number of Shares
7,733
Previous 6,780
14.06%
Holding current value
$936,002
Previous $746,000
25.07%
% of portfolio
0.78%
Previous 0.68%
Shares
4 transactions
Others Institutions Holding IVW
# of Institutions
2,174Shares 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