Lantz Financial LLC Ishares S&P 500 Growth ETF Transaction History
Lantz Financial LLC
- $348 Million
- Q1 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 56,610 shares of IVW stock, worth $5.15 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
56,610
Previous 53,606
5.6%
Holding current value
$5.15 Million
Previous $5.44 Million
3.73%
% of portfolio
1.51%
Previous 1.53%
Shares
7 transactions
Others Institutions Holding IVW
# of Institutions
2,015Shares Held
427MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.16 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.08 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$2.97 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.69 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.63 Billion0.77% of portfolio