Transform Wealth, LLC Ishares Core S&P 500 ETF Transaction History
Transform Wealth, LLC
- $1.6 Billion
- Q1 2025
A detailed history of Transform Wealth, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Transform Wealth, LLC holds 27,910 shares of IVV stock, worth $15.1 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
27,910
Previous 14,192
96.66%
Holding current value
$15.1 Million
Previous $8.35 Million
86.46%
% of portfolio
0.97%
Previous 0.48%
Shares
31 transactions
Others Institutions Holding IVV
# of Institutions
3,884Shares Held
759MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$35.9 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$18.1 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$16.5 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$15.1 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$12.8 Billion17.72% of portfolio