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 $9.11 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
85,793
Previous 82,504
3.99%
Holding current value
$9.11 Million
Previous $7.9 Million
10.27%
% of portfolio
0.74%
Previous 0.69%
Shares
5 transactions
Others Institutions Holding IVW
# of Institutions
1,862Shares Held
416MCall Options Held
355KPut Options Held
483K-
Envestnet Asset Management Inc46.5MShares$4.93 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.68 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.54 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.98 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.66 Billion0.69% of portfolio