Capstone Financial Advisors, Inc. Ishares Core S&P 500 ETF Transaction History
Capstone Financial Advisors, Inc.
- $1.51 Billion
- Q2 2024
A detailed history of Capstone Financial Advisors, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 1,311 shares of IVV stock, worth $724,406. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,311
Previous 1,219
7.55%
Holding current value
$724,406
Previous $640,000
12.03%
% of portfolio
0.05%
Previous 0.04%
Shares
22 transactions
Others Institutions Holding IVV
# of Institutions
3,320Shares Held
658MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$36.7 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$19.9 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$15.7 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.4 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12 Billion0.94% of portfolio