Blue Stem Wealth Partners, LLC Ishares Core S&P 500 ETF Transaction History
Blue Stem Wealth Partners, LLC
- $762 Billion
- Q4 2024
A detailed history of Blue Stem Wealth Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Blue Stem Wealth Partners, LLC holds 245,983 shares of IVV stock, worth $149 Million. This represents 19.01% of its overall portfolio holdings.
Number of Shares
245,983Holding current value
$149 Million% of portfolio
19.01%Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
3,614Shares Held
710MCall Options Held
1.44MPut Options Held
1.11M-
Black Rock Inc. New York, NY66.4MShares$40.3 Billion0.84% of portfolio
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Envestnet Asset Management Inc34.6MShares$21 Billion6.62% of portfolio
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Northwestern Mutual Wealth Management CO29.3MShares$17.8 Billion15.08% of portfolio
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Bank Of America Corp Charlotte, NC25.2MShares$15.3 Billion1.23% of portfolio
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Morgan Stanley New York, NY24.9MShares$15.1 Billion1.06% of portfolio