Lokken Investment Group LLC Ishares Core S&P 500 ETF Transaction History
Lokken Investment Group LLC
- $213 Million
- Q4 2024
A detailed history of Lokken Investment Group LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Lokken Investment Group LLC holds 1,278 shares of IVV stock, worth $717,571. This represents 0.35% of its overall portfolio holdings.
Number of Shares
1,278
Previous 1,225
4.33%
Holding current value
$717,571
Previous $706,000
6.52%
% of portfolio
0.35%
Previous 0.31%
Shares
10 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