Zynergy Retirement Planning Llc Ishares Core S&P 500 ETF Transaction History
Zynergy Retirement Planning Llc
- $142 Billion
- Q3 2024
A detailed history of Zynergy Retirement Planning Llc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 52,653 shares of IVV stock, worth $31.7 Million. This represents 21.4% of its overall portfolio holdings.
Number of Shares
52,653
Previous 51,127
2.98%
Holding current value
$31.7 Million
Previous $28 Billion
8.55%
% of portfolio
21.4%
Previous 21.42%
Shares
2 transactions
Others Institutions Holding IVV
# of Institutions
3,401Shares Held
672MCall Options Held
714KPut Options Held
957K-
Black Rock Inc. New York, NY66.4MShares$39.9 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.8 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$17 Billion15.33% of portfolio
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Marshall Wace, LLP London, X022.5MShares$13.5 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$13.1 Billion0.94% of portfolio