Sound View Wealth Advisors Group, LLC Ishares Core S&P 500 ETF Transaction History
Sound View Wealth Advisors Group, LLC
- $1.23 Billion
- Q4 2024
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 5,463 shares of IVV stock, worth $3.1 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
5,463
Previous 5,556
1.67%
Holding current value
$3.1 Million
Previous $3.2 Million
0.34%
% of portfolio
0.26%
Previous 0.26%
Shares
17 transactions
Others Institutions Holding IVV
# of Institutions
3,872Shares Held
762MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$37.7 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$19 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$17.3 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$15.8 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$13.4 Billion17.72% of portfolio