Oak Wealth Advisors LLC Ishares S&P 500 Growth ETF Transaction History
Oak Wealth Advisors LLC
- $130 Billion
- Q4 2024
A detailed history of Oak Wealth Advisors LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 5,590 shares of IVW stock, worth $596,229. This represents 0.44% of its overall portfolio holdings.
Number of Shares
5,590Holding current value
$596,229% of portfolio
0.44%Shares
1 transactions
Others Institutions Holding IVW
# of Institutions
1,993Shares Held
428MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.88 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.79 Billion0.37% of portfolio
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Morgan Stanley New York, NY32.6MShares$3.48 Billion0.24% of portfolio
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Bank Of America Corp Charlotte, NC18.6MShares$1.98 Billion0.16% of portfolio
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Lpl Financial LLC Fort Mill, SC17.9MShares$1.91 Billion0.77% of portfolio