Falcon Wealth Planning Ishares Core S&P 500 ETF Transaction History
Falcon Wealth Planning
- $810 Million
- Q4 2024
A detailed history of Falcon Wealth Planning transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Falcon Wealth Planning holds 4,496 shares of IVV stock, worth $2.52 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
4,496
Previous 1,758
155.75%
Holding current value
$2.52 Million
Previous $1.01 Million
160.95%
% of portfolio
0.33%
Previous 0.13%
Shares
12 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