Lantz Financial LLC Ishares S&P 500 Growth ETF Transaction History
Lantz Financial LLC
- $421 Million
- Q3 2025
A detailed history of Lantz Financial LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Lantz Financial LLC holds 57,151 shares of IVW stock, worth $6.92 Million. This represents 1.64% of its overall portfolio holdings.
Number of Shares
57,151
Previous 54,137
5.57%
Holding current value
$6.92 Million
Previous $5.96 Million
15.76%
% of portfolio
1.64%
Previous 1.58%
Shares
9 transactions
Others Institutions Holding IVW
# of Institutions
2,174Shares 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