Source Financial Advisors LLC Ishares Core S&P 500 ETF Transaction History
Source Financial Advisors LLC
- $337 Million
- Q3 2024
A detailed history of Source Financial Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Source Financial Advisors LLC holds 37,852 shares of IVV stock, worth $21.6 Million. This represents 6.47% of its overall portfolio holdings.
Number of Shares
37,852
Previous 37,620
0.62%
Holding current value
$21.6 Million
Previous $20.6 Million
6.06%
% of portfolio
6.47%
Previous 6.34%
Shares
16 transactions
Others Institutions Holding IVV
# of Institutions
3,390Shares Held
671MCall Options Held
714KPut Options Held
952K-
Black Rock Inc. New York, NY66.4MShares$37.9 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$20.6 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16.2 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.9 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.5 Billion0.94% of portfolio