Kmg Fiduciary Partners, LLC Ishares S&P 500 Growth ETF Transaction History
Kmg Fiduciary Partners, LLC
- $1.17 Billion
- Q4 2024
A detailed history of Kmg Fiduciary Partners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 85,793 shares of IVW stock, worth $8.69 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
85,793
Previous 82,504
3.99%
Holding current value
$8.69 Million
Previous $7.9 Million
10.27%
% of portfolio
0.74%
Previous 0.69%
Shares
5 transactions
Others Institutions Holding IVW
# of Institutions
2,001Shares Held
428MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.63 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.55 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.3 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.88 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.82 Billion0.77% of portfolio