Moss Adams Wealth Advisors LLC Ishares Core S&P 500 ETF Transaction History
Moss Adams Wealth Advisors LLC
- $622 Billion
- Q1 2024
A detailed history of Moss Adams Wealth Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 817 shares of IVV stock, worth $455,689. This represents 0.07% of its overall portfolio holdings.
Number of Shares
817
Previous 1,356
39.75%
Holding current value
$455,689
Previous $648 Million
33.67%
% of portfolio
0.07%
Previous 0.14%
Shares
5 transactions
Others Institutions Holding IVV
# of Institutions
3,251Shares Held
623MCall Options Held
794KPut Options Held
622K-
Black Rock Inc. New York, NY63.6MShares$35.5 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$18 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$16.6 Billion5.94% of portfolio
-
Bank Of America Corp Charlotte, NC23.5MShares$13.1 Billion1.17% of portfolio
-
Creative Planning Overland Park, KS20.6MShares$11.5 Billion12.02% of portfolio