Potentia Wealth Ishares Core S&P 500 ETF Transaction History

Potentia Wealth

$225 Billion
Q4 2024

A detailed history of Potentia Wealth transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Potentia Wealth holds 12,030 shares of IVV stock, worth $6.8 Million. This represents 3.15% of its overall portfolio holdings.

Number of Shares

12,030

Holding current value

$6.8 Million

% of portfolio

3.15%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$570.51 - $610.59 $6.86 Million - $7.35 Million	12,030 New	12,030 $7.08 Billion

Others Institutions Holding IVV

# of Institutions

3,866

Shares Held

762M

Call Options Held

1.94M

Put Options Held

2.31M

Black Rock Inc. New York, NY

66.4M
Shares

$37.6 Billion
0.84% of portfolio
Envestnet Asset Management Inc

33.5M
Shares

$19 Billion
6.55% of portfolio
Northwestern Mutual Wealth Management CO

30.5M
Shares

$17.3 Billion
15.25% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$15.8 Billion
1.18% of portfolio
Marshall Wace, LLP London, X0

23.6M
Shares

$13.4 Billion
17.72% 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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