L.M. Kohn & Company Ishares S&P 500 Growth ETF Transaction History
L.M. Kohn & Company
- $390 Million
- Q3 2024
A detailed history of L.M. Kohn & Company transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, L.M. Kohn & Company holds 2,952 shares of IVW stock, worth $313,679. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,952
Previous 2,404
22.8%
Holding current value
$313,679
Previous $222,000
27.03%
% of portfolio
0.07%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
1,872Shares Held
416MCall Options Held
355KPut Options Held
483K-
Envestnet Asset Management Inc46.5MShares$4.94 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.69 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.54 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.98 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.67 Billion0.69% of portfolio