Lakeshore Financial Planning, Inc. Ishares S&P 500 Growth ETF Transaction History
Lakeshore Financial Planning, Inc.
- $240 Billion
- Q1 2025
A detailed history of Lakeshore Financial Planning, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 12,804 shares of IVW stock, worth $1.32 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
12,804
Previous 10,755
19.05%
Holding current value
$1.32 Million
Previous $1.09 Billion
8.85%
% of portfolio
0.5%
Previous 0.47%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
2,027Shares Held
427MCall Options Held
203KPut Options Held
136K-
Envestnet Asset Management Inc48.1MShares$4.97 Billion1.49% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$4.53 Billion0.32% of portfolio
-
Morgan Stanley New York, NY32.9MShares$3.41 Billion0.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.9MShares$1.96 Billion0.71% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$1.95 Billion0.14% of portfolio