Lockerman Financial Group, Inc. Ishares S&P 500 Growth ETF Transaction History
Lockerman Financial Group, Inc.
- $73.5 Million
- Q3 2025
A detailed history of Lockerman Financial Group, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Lockerman Financial Group, Inc. holds 3,373 shares of IVW stock, worth $408,267. This represents 0.55% of its overall portfolio holdings.
Number of Shares
3,373
Previous 3,230
4.43%
Holding current value
$408,267
Previous $355,000
14.65%
% of portfolio
0.55%
Previous 0.51%
Shares
5 transactions
Others Institutions Holding IVW
# of Institutions
2,176Shares Held
420MCall Options Held
212KPut Options Held
158K-
Envestnet Asset Management Inc45.6MShares$5.51 Billion1.7% of portfolio
-
Jpmorgan Chase & CO New York, NY41.3MShares$5 Billion0.33% of portfolio
-
Morgan Stanley New York, NY33.5MShares$4.05 Billion0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$2.36 Billion0.73% of portfolio
-
Bank Of America Corp Charlotte, NC18.4MShares$2.23 Billion0.16% of portfolio