Summit Investment Advisory Services, LLC Ishares S&P 500 Growth ETF Transaction History
Summit Investment Advisory Services, LLC
- $194 Billion
- Q4 2024
A detailed history of Summit Investment Advisory Services, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 73,658 shares of IVW stock, worth $7.82 Million. This represents 3.86% of its overall portfolio holdings.
Number of Shares
73,658
Previous 74,125
0.63%
Holding current value
$7.82 Million
Previous $7.1 Billion
5.37%
% of portfolio
3.86%
Previous 3.76%
Shares
8 transactions
Others Institutions Holding IVW
# of Institutions
1,863Shares Held
416MCall Options Held
355KPut Options Held
483K-
Envestnet Asset Management Inc46.5MShares$4.93 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.68 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.54 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.98 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.66 Billion0.69% of portfolio