Shared Vision Wealth Group LLC Ishares Core S&P 500 ETF Transaction History
Shared Vision Wealth Group LLC
- $187 Billion
- Q3 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 44,494 shares of IVV stock, worth $26.6 Million. This represents 13.71% of its overall portfolio holdings.
Number of Shares
44,494
Previous 46,445
4.2%
Holding current value
$26.6 Million
Previous $25.4 Billion
0.98%
% of portfolio
13.71%
Previous 14.79%
Shares
4 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$39.7 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.7 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.5 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15.1 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$14.9 Billion1.06% of portfolio