Aspen Wealth Strategies, LLC Ishares Core S&P 500 ETF Transaction History
Aspen Wealth Strategies, LLC
- $144 Billion
- Q2 2024
A detailed history of Aspen Wealth Strategies, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Aspen Wealth Strategies, LLC holds 30,854 shares of IVV stock, worth $17.7 Million. This represents 12.02% of its overall portfolio holdings.
Number of Shares
30,854
Previous 30,701
0.5%
Holding current value
$17.7 Million
Previous $16.1 Billion
7.05%
% of portfolio
12.02%
Previous 11.15%
Shares
4 transactions
Others Institutions Holding IVV
# of Institutions
3,328Shares Held
659MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$38.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$20.7 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16.3 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.9 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.5 Billion0.94% of portfolio