Worth Financial Advisory Group, LLC Ishares Core S&P 500 ETF Transaction History
Worth Financial Advisory Group, LLC
- $152 Billion
- Q2 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 5,374 shares of IVV stock, worth $3.04 Million. This represents 1.93% of its overall portfolio holdings.
Number of Shares
5,374
Previous 5,516
2.57%
Holding current value
$3.04 Million
Previous $2.9 Billion
1.41%
% of portfolio
1.93%
Previous 2.01%
Shares
7 transactions
Others Institutions Holding IVV
# of Institutions
3,323Shares Held
658MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$37.5 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$20.4 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.7 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.3 Billion0.94% of portfolio