Carolinas Wealth Consulting LLC Ishares Core S&P 500 ETF Transaction History
Carolinas Wealth Consulting LLC
- $557 Million
- Q4 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 11,948 shares of IVV stock, worth $6.76 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
11,948
Previous 11,971
0.19%
Holding current value
$6.76 Million
Previous $6.91 Million
1.85%
% of portfolio
1.26%
Previous 1.2%
Shares
21 transactions
Others Institutions Holding IVV
# of Institutions
3,866Shares Held
762MCall 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