Forthright Family Wealth Advisory LLC Ishares Core S&P 500 ETF Transaction History
Forthright Family Wealth Advisory LLC
- $140 Million
- Q3 2025
A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 4,890 shares of IVV stock, worth $3.3 Million. This represents 2.33% of its overall portfolio holdings.
Number of Shares
4,890
Previous 582
740.21%
Holding current value
$3.3 Million
Previous $361,000
806.37%
% of portfolio
2.33%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding IVV
# of Institutions
4,157Shares Held
795MCall Options Held
3.41MPut Options Held
2.27M-
Black Rock Inc. New York, NY66.4MShares$44.8 Billion0.84% of portfolio
-
Northwestern Mutual Wealth Management CO33.4MShares$22.6 Billion15.18% of portfolio
-
Envestnet Asset Management Inc28.6MShares$19.3 Billion5.91% of portfolio
-
Marshall Wace, LLP London, X027.5MShares$18.6 Billion20.28% of portfolio
-
Morgan Stanley New York, NY24.3MShares$16.4 Billion1.02% of portfolio