Wallace Advisory Group, LLC Ishares Core S&P 500 ETF Transaction History
Wallace Advisory Group, LLC
- $139 Billion
- Q2 2024
A detailed history of Wallace Advisory Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 5,400 shares of IVV stock, worth $2.98 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
5,400
Previous 6,863
21.32%
Holding current value
$2.98 Million
Previous $3.28 Billion
9.85%
% of portfolio
2.13%
Previous 2.46%
Shares
6 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