Aegis Wealth Management LLC Ishares Core S&P 500 ETF Transaction History
Aegis Wealth Management LLC
- $148 Billion
- Q4 2024
A detailed history of Aegis Wealth Management LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Aegis Wealth Management LLC holds 28,079 shares of IVV stock, worth $16.2 Million. This represents 11.18% of its overall portfolio holdings.
Number of Shares
28,079Holding current value
$16.2 Million% of portfolio
11.18%Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
3,859Shares Held
761MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$38.4 Billion0.84% of portfolio
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Envestnet Asset Management Inc33.5MShares$19.4 Billion6.55% of portfolio
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Northwestern Mutual Wealth Management CO30.5MShares$17.7 Billion15.25% of portfolio
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Morgan Stanley New York, NY27.9MShares$16.1 Billion1.18% of portfolio
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Marshall Wace, LLP London, X023.6MShares$13.7 Billion17.72% of portfolio