Plan Group Financial, LLC Ishares S&P 500 Growth ETF Transaction History
Plan Group Financial, LLC
- $187 Million
- Q4 2024
A detailed history of Plan Group Financial, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Plan Group Financial, LLC holds 2,007 shares of IVW stock, worth $209,109. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,007
Previous 2,109
4.84%
Holding current value
$209,109
Previous $201,000
1.0%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
1,908Shares Held
416MCall Options Held
352KPut Options Held
483K-
Envestnet Asset Management Inc46.5MShares$4.84 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.6 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.47 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.94 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.63 Billion0.69% of portfolio