Meritas Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History
Meritas Wealth Management, LLC
- $162 Billion
- Q3 2024
A detailed history of Meritas Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 1,590 shares of IVV stock, worth $912,214. This represents 0.57% of its overall portfolio holdings.
Number of Shares
1,590
Previous 1,590
-0.0%
Holding current value
$912,214
Previous $870 Million
5.41%
% of portfolio
0.57%
Previous 0.61%
Shares
7 transactions
Others Institutions Holding IVV
# of Institutions
3,391Shares Held
670MCall Options Held
714KPut Options Held
952K-
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