J.W. Cole Advisors, Inc. Ishares S&P 500 Growth ETF Transaction History
J.W. Cole Advisors, Inc.
- $2.33 Billion
- Q3 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 252,053 shares of IVW stock, worth $25.9 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
252,053
Previous 246,866
2.1%
Holding current value
$25.9 Million
Previous $22.8 Million
5.65%
% of portfolio
1.03%
Previous 1.09%
Shares
21 transactions
Others Institutions Holding IVW
# of Institutions
1,824Shares Held
417MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.78 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.53 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.43 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.91 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.61 Billion0.69% of portfolio