Trifecta Capital Advisors, LLC Ishares Core S&P 500 ETF Transaction History
Trifecta Capital Advisors, LLC
- $478 Billion
- Q3 2024
A detailed history of Trifecta Capital Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 26,566 shares of IVV stock, worth $15.9 Million. This represents 3.21% of its overall portfolio holdings.
Number of Shares
26,566
Previous 26,049
1.98%
Holding current value
$15.9 Million
Previous $14.3 Billion
7.5%
% of portfolio
3.21%
Previous 3.16%
Shares
8 transactions
Others Institutions Holding IVV
# of Institutions
3,415Shares Held
665MCall Options Held
742KPut Options Held
934K-
Black Rock Inc. New York, NY66.4MShares$39.8 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.8 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.6 Billion15.08% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$13.5 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$13.1 Billion0.94% of portfolio