Kozak & Associates, Inc. Ishares Core S&P 500 ETF Transaction History
Kozak & Associates, Inc.
- $430 Million
- Q4 2024
A detailed history of Kozak & Associates, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Kozak & Associates, Inc. holds 350 shares of IVV stock, worth $198,303. This represents 0.05% of its overall portfolio holdings.
Number of Shares
350
Previous 243
44.03%
Holding current value
$198,303
Previous $140,000
47.14%
% of portfolio
0.05%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding IVV
# of Institutions
3,873Shares Held
761MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$37.6 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$19 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$17.3 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$15.8 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$13.4 Billion17.72% of portfolio