Vestia Personal Wealth Advisors Ishares S&P 500 Growth ETF Transaction History
Vestia Personal Wealth Advisors
- $173 Billion
- Q3 2025
A detailed history of Vestia Personal Wealth Advisors transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 2,500 shares of IVW stock, worth $302,600. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,500
Previous 2,500
-0.0%
Holding current value
$302,600
Previous $275 Million
9.65%
% of portfolio
0.17%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding IVW
# of Institutions
2,176Shares 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