Family Firm, Inc. Ishares S&P 500 Growth ETF Transaction History
Family Firm, Inc.
- $578 Million
- Q4 2024
A detailed history of Family Firm, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Family Firm, Inc. holds 50,896 shares of IVW stock, worth $4.5 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
50,896
Previous 51,646
1.45%
Holding current value
$4.5 Million
Previous $4.95 Million
4.49%
% of portfolio
0.89%
Previous 0.53%
Shares
28 transactions
Others Institutions Holding IVW
# of Institutions
2,017Shares Held
427MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.05 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$3.97 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$2.89 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.64 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.59 Billion0.77% of portfolio