Guardian Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History
Guardian Wealth Advisors, LLC
- $156 Million
- Q4 2024
A detailed history of Guardian Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 90,057 shares of IVW stock, worth $8.33 Million. This represents 5.86% of its overall portfolio holdings.
Number of Shares
90,057
Previous 124,428
27.62%
Holding current value
$8.33 Million
Previous $11.9 Million
23.25%
% of portfolio
5.86%
Previous 7.36%
Shares
20 transactions
Others Institutions Holding IVW
# of Institutions
2,014Shares Held
429MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.23 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.15 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.02 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.72 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.66 Billion0.77% of portfolio