Worth Financial Advisory Group, LLC Ishares Core S&P 500 ETF Transaction History
Worth Financial Advisory Group, LLC
- $162 Billion
- Q4 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 5,160 shares of IVV stock, worth $3.11 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
5,160
Previous 5,371
3.93%
Holding current value
$3.11 Million
Previous $3.1 Billion
1.95%
% of portfolio
1.87%
Previous 1.82%
Shares
9 transactions
Others Institutions Holding IVV
# of Institutions
3,838Shares Held
761MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$40 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$20.2 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$18.4 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$16.8 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$14.2 Billion17.72% of portfolio