Strategic Financial Planning, Inc. Ishares Core S&P 500 ETF Transaction History
Strategic Financial Planning, Inc.
- $166 Million
- Q3 2025
A detailed history of Strategic Financial Planning, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 1,149 shares of IVV stock, worth $775,931. This represents 0.46% of its overall portfolio holdings.
Number of Shares
1,149
Previous 1,149
-0.0%
Holding current value
$775,931
Previous $713,000
7.85%
% of portfolio
0.46%
Previous 0.46%
Shares
3 transactions
Others Institutions Holding IVV
# of Institutions
4,172Shares Held
796MCall Options Held
3.41MPut Options Held
2.27M-
Black Rock Inc. New York, NY66.4MShares$44.8 Billion0.84% of portfolio
-
Northwestern Mutual Wealth Management CO33.4MShares$22.6 Billion15.18% of portfolio
-
Envestnet Asset Management Inc28.6MShares$19.3 Billion5.91% of portfolio
-
Marshall Wace, LLP London, X027.5MShares$18.6 Billion20.28% of portfolio
-
Morgan Stanley New York, NY24.3MShares$16.4 Billion1.02% of portfolio