Sequent Planning LLC Ishares Core S&P 500 ETF Transaction History
Sequent Planning LLC
- $290 Billion
- Q3 2024
A detailed history of Sequent Planning LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Sequent Planning LLC holds 1,489 shares of IVV stock, worth $899,460. This represents 0.3% of its overall portfolio holdings.
Number of Shares
1,489
Previous 1,584
6.0%
Holding current value
$899,460
Previous $868 Million
1.09%
% of portfolio
0.3%
Previous 0.3%
Shares
3 transactions
Others Institutions Holding IVV
# of Institutions
3,449Shares 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