Avalon Investment & Advisory Ishares S&P 500 Growth ETF Transaction History
Avalon Investment & Advisory
- $3.56 Billion
- Q1 2023
A detailed history of Avalon Investment & Advisory transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Avalon Investment & Advisory holds 67,613 shares of IVW stock, worth $6.99 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
67,613
Previous 67,220
0.58%
Holding current value
$6.99 Million
Previous $3.93 Million
9.84%
% of portfolio
0.12%
Previous 0.11%
Shares
11 transactions
Others Institutions Holding IVW
# of Institutions
2,000Shares Held
428MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.73 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.64 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.38 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.92 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.86 Billion0.77% of portfolio