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 $950,263. This represents 0.57% of its overall portfolio holdings.
Number of Shares
1,590
Previous 1,590
-0.0%
Holding current value
$950,263
Previous $870 Million
5.41%
% of portfolio
0.57%
Previous 0.61%
Shares
7 transactions
Others Institutions Holding IVV
# of Institutions
3,445Shares Held
687MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$39.7 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.7 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.5 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15.1 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$14.9 Billion1.06% of portfolio