Spectrum Planning & Advisory Services Inc. Ishares S&P 500 Growth ETF Transaction History
Spectrum Planning & Advisory Services Inc.
- $104 Million
- Q1 2025
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 89,509 shares of IVW stock, worth $8.09 Million. This represents 7.98% of its overall portfolio holdings.
Number of Shares
89,509
Previous 84,444
6.0%
Holding current value
$8.09 Million
Previous $8.57 Million
3.08%
% of portfolio
7.98%
Previous 7.59%
Shares
6 transactions
Others Institutions Holding IVW
# of Institutions
2,016Shares Held
428MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.13 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.06 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$2.95 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.68 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.62 Billion0.77% of portfolio