Dynamic Wealth Strategies, LLC Ishares Core S&P 500 ETF Transaction History
Dynamic Wealth Strategies, LLC
- $119 Million
- Q1 2025
A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 67 shares of IVV stock, worth $37,383. This represents 0.03% of its overall portfolio holdings.
Number of Shares
67Holding current value
$37,383% of portfolio
0.03%Shares
2 transactions
Others Institutions Holding IVV
# of Institutions
3,913Shares Held
820MCall Options Held
15.3MPut Options Held
4M-
Black Rock Inc. New York, NY66.4MShares$37 Billion0.84% of portfolio
-
Envestnet Asset Management Inc35.7MShares$19.9 Billion6.71% of portfolio
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Northwestern Mutual Wealth Management CO31.3MShares$17.5 Billion14.5% of portfolio
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Morgan Stanley New York, NY26.4MShares$14.7 Billion1.09% of portfolio
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Bank Of America Corp Charlotte, NC25.3MShares$14.1 Billion1.17% of portfolio