Financial Planning & Information Services, Inc. Ishares S&P 500 Growth ETF Transaction History
Financial Planning & Information Services, Inc.
- $655 Million
- Q2 2024
A detailed history of Financial Planning & Information Services, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 4,955 shares of IVW stock, worth $483,211. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,955
Previous 5,014
1.18%
Holding current value
$483,211
Previous $423,000
8.27%
% of portfolio
0.07%
Previous 0.06%
Shares
29 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
-
Bank Of America Corp Charlotte, NC19.1MShares$1.87 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.51 Billion0.35% of portfolio