Meredith Wealth Planning Ishares Core S&P 500 ETF Transaction History
Meredith Wealth Planning
- $210 Billion
- Q3 2024
A detailed history of Meredith Wealth Planning transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Meredith Wealth Planning holds 403 shares of IVV stock, worth $240,852. This represents 0.11% of its overall portfolio holdings.
Number of Shares
403
Previous 401
0.5%
Holding current value
$240,852
Previous $219 Million
5.82%
% of portfolio
0.11%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding IVV
# of Institutions
3,445Shares Held
687MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$39.7 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.7 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.5 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15.1 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$14.9 Billion1.06% of portfolio