L.M. Kohn & Company Ishares S&P 500 Growth ETF Transaction History
L.M. Kohn & Company
- $359 Million
- Q2 2025
A detailed history of L.M. Kohn & Company transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, L.M. Kohn & Company holds 2,752 shares of IVW stock, worth $332,221. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,752
Previous 2,916
5.62%
Holding current value
$332,221
Previous $270,000
11.85%
% of portfolio
0.08%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding IVW
# of Institutions
2,094Shares Held
424MCall Options Held
246KPut Options Held
101K-
Envestnet Asset Management Inc45.4MShares$5.48 Billion1.53% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$5.29 Billion0.32% of portfolio
-
Morgan Stanley New York, NY34MShares$4.1 Billion0.25% of portfolio
-
Bank Of America Corp Charlotte, NC18.7MShares$2.26 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.6MShares$2.25 Billion0.72% of portfolio