Schubert & CO Ishares Core S&P 500 ETF Transaction History

Schubert & CO

$115 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 28, 2022	BUY	$430.29 - $479.53 $7,745 - $8,631	18 New	18 $9,000

Others Institutions Holding IVV

# of Institutions

3,659

Shares Held

719M

Call Options Held

1.44M

Put Options Held

1.1M

Black Rock Inc. New York, NY

66.4M
Shares

$40.1 Billion
0.84% of portfolio
Envestnet Asset Management Inc

34.6M
Shares

$20.9 Billion
6.62% of portfolio
Northwestern Mutual Wealth Management CO

29.3M
Shares

$17.7 Billion
15.08% of portfolio
Bank Of America Corp Charlotte, NC

25.2M
Shares

$15.2 Billion
1.23% of portfolio
Morgan Stanley New York, NY

24.9M
Shares

$15.1 Billion
1.06% of portfolio

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

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