Epic Trust Investment Advisors, LLC Ishares Core S&P 500 ETF Transaction History
Epic Trust Investment Advisors, LLC
- $84.7 Million
- Q2 2024
A detailed history of Epic Trust Investment Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 1,004 shares of IVV stock, worth $586,888. This represents 0.65% of its overall portfolio holdings.
Number of Shares
1,004
Previous 1,028
2.33%
Holding current value
$586,888
Previous $540,000
1.67%
% of portfolio
0.65%
Previous 0.7%
Shares
9 transactions
Others Institutions Holding IVV
# of Institutions
3,380Shares Held
671MCall Options Held
714KPut Options Held
952K-
Black Rock Inc. New York, NY66.4MShares$38.8 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$21.1 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16.6 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$13.2 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.7 Billion0.94% of portfolio