Spectrum Planning & Advisory Services Inc. Ishares S&P 500 Growth ETF Transaction History
Spectrum Planning & Advisory Services Inc.
- $113 Million
- Q4 2024
A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 84,444 shares of IVW stock, worth $7.82 Million. This represents 7.59% of its overall portfolio holdings.
Number of Shares
84,444
Previous 84,345
0.12%
Holding current value
$7.82 Million
Previous $8.08 Million
6.15%
% of portfolio
7.59%
Previous 8.02%
Shares
5 transactions
Others Institutions Holding IVW
# of Institutions
2,015Shares Held
425MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.23 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.15 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.02 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.72 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.66 Billion0.77% of portfolio