Diversify Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 2,762 shares of IVV stock, worth $1.55 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,762
Previous 2,502
10.39%
Holding current value
$1.55 Million
Previous $1.45 Billion
10.87%
% of portfolio
0.13%
Previous 0.14%
Shares
3 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