Peak Retirement Planning, Inc. Ishares S&P 500 Growth ETF Transaction History
Peak Retirement Planning, Inc.
- $355 Billion
- Q3 2025
A detailed history of Peak Retirement Planning, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 2,971 shares of IVW stock, worth $355,806. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,971Holding current value
$355,806% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding IVW
# of Institutions
2,145Shares Held
424MCall Options Held
246KPut Options Held
101K-
Envestnet Asset Management Inc45.6MShares$5.46 Billion1.7% 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
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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