Wealthsource Partners, LLC Ishares Core S&P 500 ETF Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Wealthsource Partners, LLC holds 10,570 shares of IVV stock, worth $6.39 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
10,570
Previous 12,999
18.69%
Holding current value
$6.39 Million
Previous $5.58 Million
9.57%
% of portfolio
0.33%
Previous 0.38%
Shares
28 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