Briaud Financial Planning, Inc Ishares Core S&P 500 ETF Transaction History
Briaud Financial Planning, Inc
- $245 Million
- Q4 2024
A detailed history of Briaud Financial Planning, Inc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Briaud Financial Planning, Inc holds 3,001 shares of IVV stock, worth $1.69 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
3,001
Previous 2,900
3.48%
Holding current value
$1.69 Million
Previous $1.67 Million
5.62%
% of portfolio
0.72%
Previous 0.86%
Shares
9 transactions
Others Institutions Holding IVV
# of Institutions
3,868Shares 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$17.2 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