Milestone Asset Management, LLC Ishares Core S&P 500 ETF Transaction History
Milestone Asset Management, LLC
- $399 Billion
- Q2 2024
A detailed history of Milestone Asset Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Milestone Asset Management, LLC holds 1,065 shares of IVV stock, worth $603,003. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,065
Previous 1,183
9.97%
Holding current value
$603,003
Previous $622 Million
6.26%
% of portfolio
0.15%
Previous 0.18%
Shares
7 transactions
Others Institutions Holding IVV
# of Institutions
3,324Shares Held
658MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$37.6 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$20.4 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16.1 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