Summit Investment Advisory Services, LLC Ishares S&P 500 Growth ETF Transaction History
Summit Investment Advisory Services, LLC
- $189 Billion
- Q3 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 74,125 shares of IVW stock, worth $7.23 Million. This represents 3.76% of its overall portfolio holdings.
Number of Shares
74,125Holding current value
$7.23 Million% of portfolio
3.76%Shares
7 transactions
Others Institutions Holding IVW
# of Institutions
1,765Shares Held
428MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.78 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.65 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.25 Billion0.24% of portfolio
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Bank Of America Corp Charlotte, NC19.1MShares$1.87 Billion0.16% of portfolio
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Wells Fargo & Company San Francisco, CA15.5MShares$1.51 Billion0.35% of portfolio