Napa Wealth Management Ishares Core S&P 500 ETF Transaction History
Napa Wealth Management
- $148 Billion
- Q2 2024
A detailed history of Napa Wealth Management transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Napa Wealth Management holds 3,979 shares of IVV stock, worth $2.28 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
3,979
Previous 3,869
2.84%
Holding current value
$2.28 Million
Previous $2.03 Billion
7.04%
% of portfolio
1.47%
Previous 1.07%
Shares
3 transactions
Others Institutions Holding IVV
# of Institutions
3,391Shares Held
670MCall Options Held
714KPut Options Held
952K-
Black Rock Inc. New York, NY66.4MShares$38.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$20.7 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16.3 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.9 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.5 Billion0.94% of portfolio