Aufman Associates Inc Ishares S&P 500 Growth ETF Transaction History
Aufman Associates Inc
- $155 Million
- Q3 2024
A detailed history of Aufman Associates Inc transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Aufman Associates Inc holds 2,203 shares of IVW stock, worth $228,186. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,203
Previous 2,439
9.68%
Holding current value
$228,186
Previous $225,000
6.67%
% of portfolio
0.14%
Previous 0.16%
Shares
7 transactions
Others Institutions Holding IVW
# of Institutions
1,824Shares Held
417MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.82 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.57 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.45 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.93 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.62 Billion0.69% of portfolio