Avaii Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History
Avaii Wealth Management, LLC
- $232 Million
- Q4 2025
A detailed history of Avaii Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 2,424 shares of IVW stock, worth $293,400. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,424
Previous 2,423
0.04%
Holding current value
$293,400
Previous $292,000
0.34%
% of portfolio
0.13%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding IVW
# of Institutions
2,179Shares 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