Stonehaven Wealth & Tax Solutions, LLC Ishares Core S&P 500 ETF Transaction History
Stonehaven Wealth & Tax Solutions, LLC
- $91.9 Billion
- Q4 2024
A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 3,411 shares of IVV stock, worth $2.09 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
3,411Holding current value
$2.09 Million% of portfolio
2.19%Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
3,789Shares Held
736MCall Options Held
1.58MPut Options Held
1.53M-
Black Rock Inc. New York, NY66.4MShares$40.7 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$20.5 Billion6.55% of portfolio
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Northwestern Mutual Wealth Management CO30.5MShares$18.7 Billion15.25% of portfolio
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Morgan Stanley New York, NY27.9MShares$17.1 Billion1.18% of portfolio
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Marshall Wace, LLP London, X023.6MShares$14.5 Billion17.72% of portfolio