R. W. Roge & Company, Inc. Ishares S&P 500 Growth ETF Transaction History
R. W. Roge & Company, Inc.
- $187 Million
- Q3 2024
A detailed history of R. W. Roge & Company, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, R. W. Roge & Company, Inc. holds 56,560 shares of IVW stock, worth $5.95 Million. This represents 2.89% of its overall portfolio holdings.
Number of Shares
56,560
Previous 58,714
3.67%
Holding current value
$5.95 Million
Previous $5.43 Million
0.33%
% of portfolio
2.89%
Previous 3.1%
Shares
19 transactions
Others Institutions Holding IVW
# of Institutions
1,824Shares Held
417MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.89 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.64 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.51 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.96 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.65 Billion0.69% of portfolio