Legacy Wealth Planning, LLC Ishares S&P 500 Growth ETF Transaction History
Legacy Wealth Planning, LLC
- $60.4 Million
- Q3 2022
A detailed history of Legacy Wealth Planning, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 8,255 shares of IVW stock, worth $848,283. This represents 0.79% of its overall portfolio holdings.
Number of Shares
8,255
Previous 8,770
5.87%
Holding current value
$848,283
Previous $529,000
9.64%
% of portfolio
0.79%
Previous 0.76%
Shares
14 transactions
Others Institutions Holding IVW
# of Institutions
1,824Shares Held
417MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.78 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.53 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.43 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.91 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.61 Billion0.69% of portfolio