Formulate Financial LLC Ishares S&P 500 Growth ETF Transaction History
Formulate Financial LLC
- $80.6 Billion
- Q3 2025
A detailed history of Formulate Financial LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Formulate Financial LLC holds 47,437 shares of IVW stock, worth $5.84 Million. This represents 7.1% of its overall portfolio holdings.
Number of Shares
47,437Holding current value
$5.84 Million% of portfolio
7.1%Shares
1 transactions
Others Institutions Holding IVW
# of Institutions
2,148Shares Held
425MCall Options Held
246KPut Options Held
101K-
Envestnet Asset Management Inc45.6MShares$5.61 Billion1.7% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$5.4 Billion0.32% of portfolio
-
Morgan Stanley New York, NY34MShares$4.19 Billion0.25% of portfolio
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Bank Of America Corp Charlotte, NC18.7MShares$2.3 Billion0.15% of portfolio
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Lpl Financial LLC Fort Mill, SC18.6MShares$2.29 Billion0.72% of portfolio