Twin Peaks Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History
Twin Peaks Wealth Advisors, LLC
- $293 Billion
- Q3 2025
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 13,243 shares of IVV stock, worth $8.94 Million. This represents 3.03% of its overall portfolio holdings.
Number of Shares
13,243
Previous 12,911
2.57%
Holding current value
$8.94 Million
Previous $8.34 Billion
6.32%
% of portfolio
3.03%
Previous 2.7%
Shares
8 transactions
Others Institutions Holding IVV
# of Institutions
4,137Shares Held
789MCall 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