Nvest Financial, LLC Ishares Core S&P 500 ETF Transaction History

Nvest Financial, LLC

$187 Million
Q4 2024

A detailed history of Nvest Financial, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Nvest Financial, LLC holds 2,006 shares of IVV stock, worth $1.23 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

2,006

Holding current value

$1.23 Million

% of portfolio

0.63%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 22, 2025	BUY	$570.51 - $610.59 $1.14 Million - $1.22 Million	2,006 New	2,006 $1.18 Million

Others Institutions Holding IVV

# of Institutions

3,525

Shares Held

688M

Call Options Held

1.45M

Put Options Held

1.1M

Black Rock Inc. New York, NY

66.4M
Shares

$40.6 Billion
0.84% of portfolio
Envestnet Asset Management Inc

34.6M
Shares

$21.2 Billion
6.62% of portfolio
Northwestern Mutual Wealth Management CO

29.3M
Shares

$17.9 Billion
15.08% of portfolio
Bank Of America Corp Charlotte, NC

25.2M
Shares

$15.4 Billion
1.23% of portfolio
Morgan Stanley New York, NY

24.9M
Shares

$15.2 Billion
1.06% of portfolio

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Nvest Financial, LLC Ishares Core S&P 500 ETF Transaction History