Strategies Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History
Strategies Wealth Advisors, LLC
- $650 Billion
- Q1 2024
A detailed history of Strategies Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 11,283 shares of IVV stock, worth $6.25 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
11,283
Previous 10,951
3.03%
Holding current value
$6.25 Million
Previous $5.23 Billion
13.41%
% of portfolio
0.91%
Previous 0.89%
Shares
9 transactions
Others Institutions Holding IVV
# of Institutions
3,250Shares Held
623MCall Options Held
794KPut Options Held
622K-
Black Rock Inc. New York, NY63.6MShares$35.3 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$17.9 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$16.5 Billion5.94% of portfolio
-
Bank Of America Corp Charlotte, NC23.5MShares$13 Billion1.17% of portfolio
-
Creative Planning Overland Park, KS20.6MShares$11.4 Billion12.02% of portfolio