Capital Advantage, Inc. Ishares S&P 500 Growth ETF Transaction History
Capital Advantage, Inc.
- $483 Million
- Q2 2024
A detailed history of Capital Advantage, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Capital Advantage, Inc. holds 31,181 shares of IVW stock, worth $2.97 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
31,181
Previous 24,189
28.91%
Holding current value
$2.97 Million
Previous $2.04 Million
41.28%
% of portfolio
0.6%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
1,784Shares Held
429MCall Options Held
280KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.66 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.53 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.17 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.82 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.48 Billion0.35% of portfolio