Capital Performance Advisors LLP Ishares S&P 500 Growth ETF Transaction History
Capital Performance Advisors LLP
- $325 Million
- Q3 2024
A detailed history of Capital Performance Advisors LLP transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Capital Performance Advisors LLP holds 22,534 shares of IVW stock, worth $2.37 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
22,534
Previous 23,053
2.25%
Holding current value
$2.37 Million
Previous $2.13 Million
1.13%
% of portfolio
0.66%
Previous 0.82%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
1,824Shares Held
417MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.89 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.64 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.51 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.96 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.65 Billion0.69% of portfolio