Mc Naughton Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History
Mc Naughton Wealth Management, LLC
- $207 Million
- Q4 2024
A detailed history of Mc Naughton Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 23,916 shares of IVV stock, worth $14.5 Million. This represents 6.79% of its overall portfolio holdings.
Number of Shares
23,916
Previous 23,949
0.14%
Holding current value
$14.5 Million
Previous $13.8 Million
1.91%
% of portfolio
6.79%
Previous 6.73%
Shares
20 transactions
Others Institutions Holding IVV
# of Institutions
3,705Shares Held
726MCall Options Held
1.47MPut Options Held
1.17M-
Black Rock Inc. New York, NY66.4MShares$40.3 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$20.3 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$18.5 Billion15.25% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15.3 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$15.1 Billion1.06% of portfolio