United Advisor Group, LLC Ishares S&P 500 Growth ETF Transaction History
United Advisor Group, LLC
- $422 Million
- Q3 2024
A detailed history of United Advisor Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, United Advisor Group, LLC holds 3,996 shares of IVW stock, worth $417,502. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,996
Previous 5,313
24.79%
Holding current value
$417,502
Previous $491,000
22.2%
% of portfolio
0.09%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding IVW
# of Institutions
1,891Shares Held
417MCall Options Held
355KPut Options Held
483K-
Envestnet Asset Management Inc46.5MShares$4.86 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.61 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.48 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.94 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.64 Billion0.69% of portfolio