Lumature Wealth Partners, LLC Ishares Core S&P 500 ETF Transaction History
Lumature Wealth Partners, LLC
- $168 Million
- Q2 2023
A detailed history of Lumature Wealth Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 20,723 shares of IVV stock, worth $12.1 Million. This represents 5.51% of its overall portfolio holdings.
Number of Shares
20,723
Previous 20,438
1.39%
Holding current value
$12.1 Million
Previous $8.4 Million
9.94%
% of portfolio
5.51%
Previous 4.73%
Shares
11 transactions
Others Institutions Holding IVV
# of Institutions
3,380Shares Held
671MCall Options Held
714KPut Options Held
952K-
Black Rock Inc. New York, NY66.4MShares$38.8 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$21.1 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16.6 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$13.2 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.7 Billion0.94% of portfolio