Family Firm, Inc. Ishares S&P 500 Growth ETF Transaction History
Family Firm, Inc.
- $932 Million
- Q3 2024
A detailed history of Family Firm, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Family Firm, Inc. holds 51,646 shares of IVW stock, worth $5.14 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
51,646
Previous 51,576
0.14%
Holding current value
$5.14 Million
Previous $4.77 Million
3.63%
% of portfolio
0.53%
Previous 0.53%
Shares
27 transactions
Others Institutions Holding IVW
# of Institutions
1,816Shares Held
414MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.62 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.39 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.32 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.85 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.56 Billion0.69% of portfolio