Connecticut Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History
Connecticut Wealth Management, LLC
- $2.11 Billion
- Q4 2024
A detailed history of Connecticut Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 17,721 shares of IVV stock, worth $10.6 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
17,721
Previous 19,011
6.79%
Holding current value
$10.6 Million
Previous $11 Million
4.87%
% of portfolio
0.5%
Previous 0.53%
Shares
29 transactions
Others Institutions Holding IVV
# of Institutions
3,840Shares Held
761MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$39.6 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$20 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$18.2 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$16.7 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$14.1 Billion17.72% of portfolio