Waypoint Wealth Counsel Ishares Core S&P 500 ETF Transaction History
Waypoint Wealth Counsel
- $153 Billion
- Q4 2024
A detailed history of Waypoint Wealth Counsel transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Waypoint Wealth Counsel holds 13,532 shares of IVV stock, worth $8.25 Million. This represents 5.2% of its overall portfolio holdings.
Number of Shares
13,532
Previous 13,837
2.2%
Holding current value
$8.25 Million
Previous $7.98 Billion
0.19%
% of portfolio
5.2%
Previous 5.37%
Shares
9 transactions
Others Institutions Holding IVV
# of Institutions
3,514Shares Held
688MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$40.5 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$21.1 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.8 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15.4 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$15.2 Billion1.06% of portfolio