Financial & Tax Architects, LLC Ishares S&P 500 Growth ETF Transaction History
Financial & Tax Architects, LLC
- $445 Billion
- Q4 2025
A detailed history of Financial & Tax Architects, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 26,987 shares of IVW stock, worth $3.27 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
26,987
Previous 12,105
122.94%
Holding current value
$3.27 Million
Previous $1.46 Billion
127.63%
% of portfolio
0.75%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
2,201Shares Held
416MCall 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