Insight Wealth Strategies, LLC Ishares Core S&P 500 ETF Transaction History
Insight Wealth Strategies, LLC
- $699 Million
- Q2 2024
A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 1,699 shares of IVV stock, worth $938,799. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,699
Previous 1,473
15.34%
Holding current value
$938,799
Previous $774,000
20.03%
% of portfolio
0.13%
Previous 0.11%
Shares
21 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