Planned Solutions, Inc. Ishares S&P 500 Growth ETF Transaction History
Planned Solutions, Inc.
- $231 Million
- Q1 2025
A detailed history of Planned Solutions, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Planned Solutions, Inc. holds 14,485 shares of IVW stock, worth $1.52 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
14,485
Previous 17,583
17.62%
Holding current value
$1.52 Million
Previous $1.79 Million
24.93%
% of portfolio
0.58%
Previous 0.77%
Shares
14 transactions
Others Institutions Holding IVW
# of Institutions
2,027Shares Held
427MCall Options Held
203KPut Options Held
136K-
Envestnet Asset Management Inc48.1MShares$5.05 Billion1.49% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$4.6 Billion0.32% of portfolio
-
Morgan Stanley New York, NY32.9MShares$3.46 Billion0.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.9MShares$1.99 Billion0.71% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$1.98 Billion0.14% of portfolio