Lowe Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History
Lowe Wealth Advisors, LLC
- $268 Million
- Q3 2025
A detailed history of Lowe Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 1,350 shares of IVW stock, worth $163,404. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,350
Previous 1,448
6.77%
Holding current value
$163,404
Previous $159,000
1.89%
% of portfolio
0.06%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding IVW
# of Institutions
2,174Shares Held
420MCall 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