L.M. Kohn & Company Ishares S&P 500 Growth ETF Transaction History
L.M. Kohn & Company
- $365 Million
- Q2 2024
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 2,404 shares of IVW stock, worth $234,438. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,404
Previous 2,952
18.56%
Holding current value
$234,438
Previous $249,000
10.84%
% of portfolio
0.06%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
1,765Shares Held
428MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.78 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.65 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.25 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.87 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.51 Billion0.35% of portfolio