Ml & R Wealth Management LLC Ishares Core S&P 500 ETF Transaction History
Ml & R Wealth Management LLC
- $435 Million
- Q1 2024
A detailed history of Ml & R Wealth Management LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 3,421 shares of IVV stock, worth $2 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
3,421
Previous 4,663
26.64%
Holding current value
$2 Million
Previous $2.23 Million
19.26%
% of portfolio
0.41%
Previous 0.5%
Shares
10 transactions
Others Institutions Holding IVV
# of Institutions
3,453Shares Held
676MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$38.7 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.2 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.1 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$14.7 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$14.5 Billion1.06% of portfolio