Vestia Personal Wealth Advisors Ishares Core S&P 500 ETF Transaction History
Vestia Personal Wealth Advisors
- $106 Billion
- Q3 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 895 shares of IVV stock, worth $535,666. This represents 0.49% of its overall portfolio holdings.
Number of Shares
895
Previous 889
0.67%
Holding current value
$535,666
Previous $487 Million
6.1%
% of portfolio
0.49%
Previous 0.52%
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$39.7 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.7 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$17 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$13.5 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$13 Billion0.94% of portfolio