Merkkuri Wealth Advisors LLC Ishares S&P 500 Growth ETF Transaction History
Merkkuri Wealth Advisors LLC
- $126 Billion
- Q4 2024
A detailed history of Merkkuri Wealth Advisors LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 19,506 shares of IVW stock, worth $2.04 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
19,506
Previous 17,456
11.74%
Holding current value
$2.04 Million
Previous $1.67 Billion
18.48%
% of portfolio
1.57%
Previous 1.32%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
1,893Shares Held
416MCall Options Held
355KPut Options Held
483K-
Envestnet Asset Management Inc46.5MShares$4.87 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.62 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.49 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.95 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.64 Billion0.69% of portfolio