Heritage Family Offices, LLP Ishares Core S&P 500 ETF Transaction History
Heritage Family Offices, LLP
- $200 Billion
- Q4 2024
A detailed history of Heritage Family Offices, LLP transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Heritage Family Offices, LLP holds 12,772 shares of IVV stock, worth $7.17 Million. This represents 3.75% of its overall portfolio holdings.
Number of Shares
12,772
Previous 13,000
1.75%
Holding current value
$7.17 Million
Previous $7.5 Billion
0.27%
% of portfolio
3.75%
Previous 3.87%
Shares
3 transactions
Others Institutions Holding IVV
# of Institutions
3,864Shares Held
762MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$37.3 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$18.8 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$17.1 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$15.7 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$13.3 Billion17.72% of portfolio