Francis Financial, Inc. Ishares S&P 500 Growth ETF Transaction History
Francis Financial, Inc.
- $304 Million
- Q2 2024
A detailed history of Francis Financial, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Francis Financial, Inc. holds 5,225 shares of IVW stock, worth $471,295. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,225
Previous 4,909
6.44%
Holding current value
$471,295
Previous $414,000
16.67%
% of portfolio
0.16%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
1,757Shares Held
431MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.42 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.3 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.01 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.73 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.4 Billion0.35% of portfolio