Napa Wealth Management Ishares Core S&P 500 ETF Transaction History
Napa Wealth Management
- $231 Billion
- Q4 2024
A detailed history of Napa Wealth Management transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Napa Wealth Management holds 6,936 shares of IVV stock, worth $3.92 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
6,936
Previous 3,977
74.4%
Holding current value
$3.92 Million
Previous $2.29 Billion
78.01%
% of portfolio
1.76%
Previous 1.09%
Shares
5 transactions
Others Institutions Holding IVV
# of Institutions
3,866Shares Held
762MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$37.6 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$19 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$17.3 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$15.8 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$13.4 Billion17.72% of portfolio