Summit Financial Consulting LLC Ishares S&P 500 Growth ETF Transaction History
Summit Financial Consulting LLC
- $108 Billion
- Q1 2025
A detailed history of Summit Financial Consulting LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Summit Financial Consulting LLC holds 60,236 shares of IVW stock, worth $5.7 Million. This represents 5.19% of its overall portfolio holdings.
Number of Shares
60,236Holding current value
$5.7 Million% of portfolio
5.19%Shares
1 transactions
Others Institutions Holding IVW
# of Institutions
2,022Shares Held
430MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc48.1MShares$4.55 Billion1.49% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.25 Billion0.37% of portfolio
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Morgan Stanley New York, NY32.6MShares$3.09 Billion0.24% of portfolio
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Bank Of America Corp Charlotte, NC18.6MShares$1.76 Billion0.16% of portfolio
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Lpl Financial LLC Fort Mill, SC17.9MShares$1.7 Billion0.77% of portfolio