Koa Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History
Koa Wealth Management, LLC
- $146 Billion
- Q4 2025
A detailed history of Koa Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Koa Wealth Management, LLC holds 1,030 shares of IVV stock, worth $695,569. This represents 0.48% of its overall portfolio holdings.
Number of Shares
1,030Holding current value
$695,569% of portfolio
0.48%Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
4,208Shares Held
796MCall Options Held
3.41MPut Options Held
2.27M-
Black Rock Inc. New York, NY66.4MShares$44.8 Billion0.84% of portfolio
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Northwestern Mutual Wealth Management CO33.4MShares$22.6 Billion15.18% of portfolio
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Envestnet Asset Management Inc28.6MShares$19.3 Billion5.91% of portfolio
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Marshall Wace, LLP London, X027.5MShares$18.6 Billion20.28% of portfolio
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Morgan Stanley New York, NY24.3MShares$16.4 Billion1.02% of portfolio