Ridgecrest Wealth Partners, LLC Ishares Core S&P 500 ETF Transaction History
Ridgecrest Wealth Partners, LLC
- $166 Million
- Q2 2024
A detailed history of Ridgecrest Wealth Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 11,989 shares of IVV stock, worth $7.01 Million. This represents 3.96% of its overall portfolio holdings.
Number of Shares
11,989
Previous 12,064
0.62%
Holding current value
$7.01 Million
Previous $6.34 Million
3.44%
% of portfolio
3.96%
Previous 3.79%
Shares
14 transactions
Others Institutions Holding IVV
# of Institutions
3,376Shares Held
671MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$38.8 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$21.1 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16.6 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$13.2 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.7 Billion0.94% of portfolio