Vest Gen Advisors, LLC Ishares S&P 500 Growth ETF Transaction History
Vest Gen Advisors, LLC
- $3 Trillion
- Q3 2025
A detailed history of Vest Gen Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 167,496 shares of IVW stock, worth $20.3 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
167,496
Previous 169,413
1.13%
Holding current value
$20.3 Million
Previous $19.3 Billion
5.03%
% of portfolio
0.67%
Previous 0.77%
Shares
3 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