Hoxton Planning & Management, LLC Ishares S&P 500 Growth ETF Transaction History
Hoxton Planning & Management, LLC
- $256 Million
- Q3 2024
A detailed history of Hoxton Planning & Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Hoxton Planning & Management, LLC holds 57,559 shares of IVW stock, worth $5.91 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
57,559
Previous 60,026
4.11%
Holding current value
$5.91 Million
Previous $5.55 Million
0.77%
% of portfolio
2.15%
Previous 2.6%
Shares
5 transactions
Others Institutions Holding IVW
# of Institutions
1,824Shares Held
417MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.78 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.53 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.43 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.91 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.61 Billion0.69% of portfolio