Switch Point Financial Planning, LLC Ishares S&P 500 Growth ETF Transaction History
Switch Point Financial Planning, LLC
- $122 Billion
- Q2 2025
A detailed history of Switch Point Financial Planning, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 4,656 shares of IVW stock, worth $534,182. This represents 0.42% of its overall portfolio holdings.
Number of Shares
4,656
Previous 4,656
-0.0%
Holding current value
$534,182
Previous $432 Million
18.6%
% of portfolio
0.42%
Previous 0.41%
Shares
1 transactions
Others Institutions Holding IVW
# of Institutions
2,069Shares Held
419MCall Options Held
196KPut Options Held
101K-
Envestnet Asset Management Inc45.4MShares$5.21 Billion1.53% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$5.03 Billion0.32% of portfolio
-
Morgan Stanley New York, NY32.9MShares$3.78 Billion0.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.9MShares$2.17 Billion0.71% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$2.16 Billion0.14% of portfolio