Transparent Wealth Partners LLC Ishares Core S&P 500 ETF Transaction History
Transparent Wealth Partners LLC
- $136 Million
- Q1 2023
A detailed history of Transparent Wealth Partners LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Transparent Wealth Partners LLC holds 1,619 shares of IVV stock, worth $967,401. This represents 0.49% of its overall portfolio holdings.
Number of Shares
1,619
Previous 1,647
1.7%
Holding current value
$967,401
Previous $632,000
5.22%
% of portfolio
0.49%
Previous 0.5%
Shares
6 transactions
Others Institutions Holding IVV
# of Institutions
3,449Shares Held
686MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$39.7 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.7 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.5 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15.1 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$14.9 Billion1.06% of portfolio