Vista Private Wealth Partners. LLC Ishares Core S&P 500 ETF Transaction History
Vista Private Wealth Partners. LLC
- $261 Million
- Q3 2024
A detailed history of Vista Private Wealth Partners. LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 3,848 shares of IVV stock, worth $2.33 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
3,848
Previous 3,947
2.51%
Holding current value
$2.33 Million
Previous $2.28 Million
2.5%
% of portfolio
0.85%
Previous 0.87%
Shares
27 transactions
Others Institutions Holding IVV
# of Institutions
3,448Shares Held
686MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$40.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.9 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.7 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15.2 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$15.1 Billion1.06% of portfolio