Comprehensive Financial Planning, Inc./Pa Ishares Core S&P 500 ETF Transaction History
Comprehensive Financial Planning, Inc./Pa
- $146 Billion
- Q3 2025
A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 6,012 shares of IVV stock, worth $4.06 Million. This represents 2.76% of its overall portfolio holdings.
Number of Shares
6,012
Previous 5,852
2.73%
Holding current value
$4.06 Million
Previous $3.63 Billion
10.74%
% of portfolio
2.76%
Previous 2.86%
Shares
4 transactions
Others Institutions Holding IVV
# of Institutions
4,137Shares Held
789MCall Options Held
3.41MPut Options Held
2.27M-
Black Rock Inc. New York, NY66.4MShares$44.8 Billion0.84% of portfolio
-
Northwestern Mutual Wealth Management CO33.4MShares$22.6 Billion15.18% of portfolio
-
Envestnet Asset Management Inc28.6MShares$19.3 Billion5.91% of portfolio
-
Marshall Wace, LLP London, X027.5MShares$18.6 Billion20.28% of portfolio
-
Morgan Stanley New York, NY24.3MShares$16.4 Billion1.02% of portfolio