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 $1.85 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
3,421
Previous 4,663
26.64%
Holding current value
$1.85 Million
Previous $2.23 Million
19.26%
% of portfolio
0.41%
Previous 0.5%
Shares
10 transactions
Others Institutions Holding IVV
# of Institutions
3,884Shares Held
759MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$35.9 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$18.1 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$16.5 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$15.1 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$12.8 Billion17.72% of portfolio