Kelly Financial Services LLC Ishares S&P 500 Growth ETF Transaction History
Kelly Financial Services LLC
- $258 Million
- Q3 2024
A detailed history of Kelly Financial Services LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Kelly Financial Services LLC holds 196,165 shares of IVW stock, worth $20.6 Million. This represents 7.28% of its overall portfolio holdings.
Number of Shares
196,165
Previous 227,562
13.8%
Holding current value
$20.6 Million
Previous $21.1 Million
10.81%
% of portfolio
7.28%
Previous 7.87%
Shares
17 transactions
Others Institutions Holding IVW
# of Institutions
1,824Shares Held
417MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.89 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.64 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.51 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.96 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.65 Billion0.69% of portfolio