Valley Forge Investment Consultants Inc Adv Ishares Core S&P 500 ETF Transaction History
Valley Forge Investment Consultants Inc Adv
- $290 Million
- Q4 2024
A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 176,793 shares of IVV stock, worth $98.8 Million. This represents 35.86% of its overall portfolio holdings.
Number of Shares
176,793
Previous 175,014
1.02%
Holding current value
$98.8 Million
Previous $101 Million
3.09%
% of portfolio
35.86%
Previous 35.39%
Shares
18 transactions
Others Institutions Holding IVV
# of Institutions
3,862Shares Held
761MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$37.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$18.7 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$17.1 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$15.6 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$13.2 Billion17.72% of portfolio