Lake Street Financial LLC Ishares S&P 500 Growth ETF Transaction History
Lake Street Financial LLC
- $751 Million
- Q2 2024
A detailed history of Lake Street Financial LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Lake Street Financial LLC holds 4,204 shares of IVW stock, worth $409,974. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,204
Previous 4,026
4.42%
Holding current value
$409,974
Previous $339,000
14.75%
% of portfolio
0.05%
Previous 0.05%
Shares
23 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