Plan Group Financial, LLC Ishares S&P 500 Growth ETF Transaction History
Plan Group Financial, LLC
- $187 Million
- Q4 2024
A detailed history of Plan Group Financial, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Plan Group Financial, LLC holds 2,007 shares of IVW stock, worth $201,803. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,007
Previous 2,109
4.84%
Holding current value
$201,803
Previous $201,000
1.0%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
2,003Shares Held
428MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.6 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.51 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.28 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.87 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.8 Billion0.77% of portfolio