Lakeshore Financial Planning, Inc. Ishares S&P 500 Growth ETF Transaction History
Lakeshore Financial Planning, Inc.
- $249 Billion
- Q2 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 22,243 shares of IVW stock, worth $2.66 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
22,243
Previous 12,804
73.72%
Holding current value
$2.66 Million
Previous $1.19 Billion
106.04%
% of portfolio
0.98%
Previous 0.5%
Shares
4 transactions
Others Institutions Holding IVW
# of Institutions
2,100Shares Held
423MCall Options Held
246KPut Options Held
101K-
Envestnet Asset Management Inc45.4MShares$5.43 Billion1.53% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$5.25 Billion0.32% of portfolio
-
Morgan Stanley New York, NY34MShares$4.07 Billion0.25% of portfolio
-
Bank Of America Corp Charlotte, NC18.7MShares$2.24 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.6MShares$2.23 Billion0.72% of portfolio