Comprehensive Financial Consultants Institutional, Inc. Ishares S&P 500 Growth ETF Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$231 Million
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$68.33 - $84.32 $44,756 - $55,229	-655 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	$73.18 - $84.81 $47,932 - $55,550	655 New	655 $47,000

Others Institutions Holding IVW

# of Institutions

1,679

Shares Held

384M

Call Options Held

379K

Put Options Held

363K

Jpmorgan Chase & CO New York, NY

46.7M
Shares

$4.47 Billion
0.36% of portfolio
Envestnet Asset Management Inc

33.3M
Shares

$3.2 Billion
1.07% of portfolio
Morgan Stanley New York, NY

31.4M
Shares

$3.01 Billion
0.22% of portfolio
Bank Of America Corp Charlotte, NC

17.8M
Shares

$1.71 Billion
0.14% of portfolio
Wells Fargo & Company San Francisco, CA

15.1M
Shares

$1.45 Billion
0.31% of portfolio

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About ISHARES S&P 500 GROWTH ETF

Ticker IVW
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