Concorde Asset Management, LLC Ishares Core S&P 500 ETF Transaction History
Concorde Asset Management, LLC
- $183 Million
- Q4 2024
A detailed history of Concorde Asset Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Concorde Asset Management, LLC holds 21,624 shares of IVV stock, worth $12.2 Million. This represents 6.95% of its overall portfolio holdings.
Number of Shares
21,624
Previous 22,153
2.39%
Holding current value
$12.2 Million
Previous $12.8 Million
0.38%
% of portfolio
6.95%
Previous 7.39%
Shares
30 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