Successful Portfolios LLC Ishares Core S&P 500 ETF Transaction History
Successful Portfolios LLC
- $149 Million
- Q4 2024
A detailed history of Successful Portfolios LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Successful Portfolios LLC holds 9,857 shares of IVV stock, worth $5.57 Million. This represents 3.89% of its overall portfolio holdings.
Number of Shares
9,857
Previous 9,318
5.78%
Holding current value
$5.57 Million
Previous $5.37 Million
7.96%
% of portfolio
3.89%
Previous 3.65%
Shares
29 transactions
Others Institutions Holding IVV
# of Institutions
3,866Shares Held
762MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$37.6 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