Summit Financial, LLC Ishares S&P 500 Growth ETF Transaction History
Summit Financial, LLC
- $2.18 Billion
- Q2 2024
A detailed history of Summit Financial, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Summit Financial, LLC holds 4,988 shares of IVW stock, worth $486,429. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,988
Previous 4,406
13.21%
Holding current value
$486,429
Previous $372,000
23.92%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding IVW
# of Institutions
1,765Shares Held
428MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.78 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.65 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.25 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.87 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.51 Billion0.35% of portfolio