New Insight Wealth Advisors Ishares Core S&P 500 ETF Transaction History
New Insight Wealth Advisors
- $243 Billion
- Q2 2025
A detailed history of New Insight Wealth Advisors transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, New Insight Wealth Advisors holds 48,889 shares of IVV stock, worth $30.3 Million. This represents 12.49% of its overall portfolio holdings.
Number of Shares
48,889
Previous 50,152
2.52%
Holding current value
$30.3 Million
Previous $28.2 Billion
7.72%
% of portfolio
12.49%
Previous 12.8%
Shares
7 transactions
Others Institutions Holding IVV
# of Institutions
3,949Shares Held
815MCall Options Held
15.3MPut Options Held
4M-
Black Rock Inc. New York, NY66.4MShares$41.2 Billion0.84% of portfolio
-
Envestnet Asset Management Inc35.7MShares$22.2 Billion6.71% of portfolio
-
Northwestern Mutual Wealth Management CO31.3MShares$19.4 Billion14.5% of portfolio
-
Morgan Stanley New York, NY26.4MShares$16.4 Billion1.09% of portfolio
-
Bank Of America Corp Charlotte, NC25.3MShares$15.7 Billion1.17% of portfolio