Lakeshore Financial Planning, Inc. Ishares S&P 500 Growth ETF Transaction History
Lakeshore Financial Planning, Inc.
- $234 Billion
- Q4 2024
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
Others Institutions Holding IVW
# of Institutions
2,010Shares Held
428MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.34 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.26 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.09 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.76 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.7 Billion0.77% of portfolio