Vsm Wealth Advisory, LLC Ishares S&P 500 Growth ETF Transaction History
Vsm Wealth Advisory, LLC
- $322 Billion
- Q3 2025
A detailed history of Vsm Wealth Advisory, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 1,946 shares of IVW stock, worth $235,543. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,946
Previous 2,192
11.22%
Holding current value
$235,543
Previous $241 Million
2.7%
% of portfolio
0.07%
Previous 0.08%
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