Peninsula Wealth, LLC Ishares Core S&P 500 ETF Transaction History
Peninsula Wealth, LLC
- $558 Million
- Q3 2024
A detailed history of Peninsula Wealth, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Peninsula Wealth, LLC holds 5,539 shares of IVV stock, worth $3.35 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
5,539
Previous 4,665
18.74%
Holding current value
$3.35 Million
Previous $2.55 Million
25.2%
% of portfolio
0.57%
Previous 0.5%
Shares
20 transactions
Others Institutions Holding IVV
# of Institutions
3,448Shares Held
686MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$40.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.9 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.7 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15.2 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$15.1 Billion1.06% of portfolio