Bull Oak Capital, LLC Ishares Core S&P 500 ETF Transaction History
Bull Oak Capital, LLC
- $173 Million
- Q4 2024
A detailed history of Bull Oak Capital, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Bull Oak Capital, LLC holds 93,157 shares of IVV stock, worth $52.8 Million. This represents 31.66% of its overall portfolio holdings.
Number of Shares
93,157
Previous 79,215
17.6%
Holding current value
$52.8 Million
Previous $45.7 Million
20.02%
% of portfolio
31.66%
Previous 26.63%
Shares
11 transactions
Others Institutions Holding IVV
# of Institutions
3,873Shares Held
761MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$37.6 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$19 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$17.3 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$15.8 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$13.4 Billion17.72% of portfolio