Spectrum Planning & Advisory Services Inc. Ishares S&P 500 Growth ETF Transaction History
Spectrum Planning & Advisory Services Inc.
- $113 Million
- Q4 2024
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 84,444 shares of IVW stock, worth $8.96 Million. This represents 7.59% of its overall portfolio holdings.
Number of Shares
84,444
Previous 84,345
0.12%
Holding current value
$8.96 Million
Previous $8.08 Million
6.15%
% of portfolio
7.59%
Previous 8.02%
Shares
5 transactions
Others Institutions Holding IVW
# of Institutions
1,862Shares Held
416MCall Options Held
355KPut Options Held
483K-
Envestnet Asset Management Inc46.5MShares$4.93 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.68 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.54 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.98 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.66 Billion0.69% of portfolio