United Financial Planning Group LLC Ishares S&P 500 Growth ETF Transaction History
United Financial Planning Group LLC
- $159 Billion
- Q3 2025
A detailed history of United Financial Planning Group LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, United Financial Planning Group LLC holds 574 shares of IVW stock, worth $69,476. This represents 0.05% of its overall portfolio holdings.
Number of Shares
574Holding current value
$69,476% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding IVW
# of Institutions
2,165Shares Held
421MCall Options Held
196KPut Options Held
146K-
Envestnet Asset Management Inc45.6MShares$5.51 Billion1.7% of portfolio
-
Jpmorgan Chase & CO New York, NY41.3MShares$5 Billion0.33% of portfolio
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Morgan Stanley New York, NY33.5MShares$4.05 Billion0.25% of portfolio
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Lpl Financial LLC Fort Mill, SC19.5MShares$2.36 Billion0.73% of portfolio
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Bank Of America Corp Charlotte, NC18.4MShares$2.23 Billion0.16% of portfolio