Wade Financial Advisory, Inc Ishares Core S&P 500 ETF Transaction History
Wade Financial Advisory, Inc
- $295 Million
- Q4 2024
A detailed history of Wade Financial Advisory, Inc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 1,552 shares of IVV stock, worth $866,202. This represents 0.31% of its overall portfolio holdings.
Number of Shares
1,552
Previous 1,552
-0.0%
Holding current value
$866,202
Previous $895,000
2.01%
% of portfolio
0.31%
Previous 0.3%
Shares
6 transactions
Others Institutions Holding IVV
# of Institutions
3,876Shares Held
752MCall 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 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