Orba Wealth Advisors, L.L.C. Ishares Core S&P 500 ETF Transaction History
Orba Wealth Advisors, L.L.C.
- $198 Billion
- Q3 2024
A detailed history of Orba Wealth Advisors, L.L.C. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 3,986 shares of IVV stock, worth $2.37 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
3,986
Previous 4,004
0.45%
Holding current value
$2.37 Million
Previous $2.19 Billion
4.93%
% of portfolio
1.16%
Previous 1.13%
Shares
4 transactions
Others Institutions Holding IVV
# of Institutions
3,448Shares Held
686MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$39.4 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.6 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.4 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$14.8 Billion1.06% of portfolio