Centric Wealth Management Ishares Core S&P 500 ETF Transaction History
Centric Wealth Management
- $350 Million
- Q4 2024
A detailed history of Centric Wealth Management transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Centric Wealth Management holds 5,229 shares of IVV stock, worth $2.94 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
5,229
Previous 5,473
4.46%
Holding current value
$2.94 Million
Previous $3.16 Million
2.47%
% of portfolio
0.88%
Previous 0.82%
Shares
23 transactions
Others Institutions Holding IVV
# of Institutions
3,863Shares Held
761MCall 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