Kozak & Associates, Inc. Ishares Core S&P 500 ETF Transaction History
Kozak & Associates, Inc.
- $410 Million
- Q1 2025
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 222 shares of IVV stock, worth $117,364. This represents 0.03% of its overall portfolio holdings.
Number of Shares
222
Previous 350
36.57%
Holding current value
$117,364
Previous $206,000
40.29%
% of portfolio
0.03%
Previous 0.05%
Shares
10 transactions
Others Institutions Holding IVV
# of Institutions
3,885Shares Held
759MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$35.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$17.7 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$16.1 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$14.7 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$12.5 Billion17.72% of portfolio