Summit Financial Strategies, Inc. Ishares S&P 500 Growth ETF Transaction History
Summit Financial Strategies, Inc.
- $821 Million
- Q3 2024
A detailed history of Summit Financial Strategies, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 13,392 shares of IVW stock, worth $1.41 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
13,392
Previous 13,392
-0.0%
Holding current value
$1.41 Million
Previous $1.24 Million
3.47%
% of portfolio
0.16%
Previous 0.17%
Shares
7 transactions
Others Institutions Holding IVW
# of Institutions
1,824Shares Held
417MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.89 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.64 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.51 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.96 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.65 Billion0.69% of portfolio