Instrumental Wealth, LLC Ishares Core S&P 500 ETF Transaction History
Instrumental Wealth, LLC
- $106 Billion
- Q4 2024
A detailed history of Instrumental Wealth, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Instrumental Wealth, LLC holds 13,622 shares of IVV stock, worth $8.09 Million. This represents 7.77% of its overall portfolio holdings.
Number of Shares
13,622
Previous 13,209
3.13%
Holding current value
$8.09 Million
Previous $7.76 Billion
5.89%
% of portfolio
7.77%
Previous 7.56%
Shares
8 transactions
Others Institutions Holding IVV
# of Institutions
3,849Shares Held
761MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$39.4 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$19.9 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$18.1 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$16.6 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$14 Billion17.72% of portfolio