Halpern Financial, Inc. Ishares S&P 500 Growth ETF Transaction History
Halpern Financial, Inc.
- $389 Billion
- Q3 2024
A detailed history of Halpern Financial, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Halpern Financial, Inc. holds 237,739 shares of IVW stock, worth $25.4 Million. This represents 5.78% of its overall portfolio holdings.
Number of Shares
237,739
Previous 248,484
4.32%
Holding current value
$25.4 Million
Previous $23 Billion
2.22%
% of portfolio
5.78%
Previous 6.32%
Shares
20 transactions
Others Institutions Holding IVW
# of Institutions
1,984Shares Held
429MCall Options Held
287KPut Options Held
96.1K-
Envestnet Asset Management Inc45.7MShares$4.88 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.79 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.48 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.98 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.91 Billion0.77% of portfolio