Swmg, LLC Ishares Core S&P 500 ETF Transaction History
Swmg, LLC
- $221 Million
- Q1 2024
A detailed history of Swmg, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Swmg, LLC holds 106,154 shares of IVV stock, worth $58.6 Million. This represents 25.23% of its overall portfolio holdings.
Number of Shares
106,154
Previous 127,129
16.5%
Holding current value
$58.6 Million
Previous $60.7 Million
8.09%
% of portfolio
25.23%
Previous 29.17%
Shares
13 transactions
Others Institutions Holding IVV
# of Institutions
3,244Shares Held
623MCall Options Held
794KPut Options Held
612K-
Black Rock Inc. New York, NY63.6MShares$35.1 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$17.8 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$16.4 Billion5.94% of portfolio
-
Bank Of America Corp Charlotte, NC23.5MShares$13 Billion1.17% of portfolio
-
Creative Planning Overland Park, KS20.6MShares$11.4 Billion12.02% of portfolio