Spectrum Planning & Advisory Services Inc. Ishares S&P 500 Growth ETF Transaction History
Spectrum Planning & Advisory Services Inc.
- $148 Million
- Q3 2025
A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 62,630 shares of IVW stock, worth $7.58 Million. This represents 5.1% of its overall portfolio holdings.
Number of Shares
62,630
Previous 68,171
8.13%
Holding current value
$7.58 Million
Previous $7.51 Million
0.73%
% of portfolio
5.1%
Previous 5.64%
Shares
8 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