Opal Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History
Opal Wealth Advisors, LLC
- $325 Million
- Q4 2024
A detailed history of Opal Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 2,008 shares of IVV stock, worth $1.2 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
2,008
Previous 1,770
13.45%
Holding current value
$1.2 Million
Previous $1.02 Million
15.88%
% of portfolio
0.36%
Previous 0.32%
Shares
11 transactions
Others Institutions Holding IVV
# of Institutions
3,840Shares Held
761MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$39.6 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$20 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$18.2 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$16.7 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$14.1 Billion17.72% of portfolio