Up Strategic Wealth Investment Advisors LLC Ishares Core S&P 500 ETF Transaction History
Up Strategic Wealth Investment Advisors LLC
- $66 Billion
- Q2 2024
A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 941 shares of IVV stock, worth $532,794. This represents 0.78% of its overall portfolio holdings.
Number of Shares
941
Previous 994
5.33%
Holding current value
$532,794
Previous $523 Million
1.46%
% of portfolio
0.78%
Previous 0.85%
Shares
3 transactions
Others Institutions Holding IVV
# of Institutions
3,324Shares Held
658MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$37.6 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$20.4 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16.1 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.7 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.3 Billion0.94% of portfolio