A detailed history of Lakeshore Financial Planning, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 10,755 shares of IVW stock, worth $1.02 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
10,755
Previous 8,166 31.7%
Holding current value
$1.02 Million
Previous $782 Million 39.65%
% of portfolio
0.47%
Previous 0.34%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025

BUY
$94.43 - $105.47 $244,479 - $273,061
2,589 Added 31.7%
10,755 $1.09 Billion
Q3 2024

Oct 31, 2024

BUY
$84.77 - $97.13 $692,231 - $793,163
8,166 New
8,166 $782 Million

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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