Comprehensive Financial Planning, Inc./Pa Ishares Core S&P 500 ETF Transaction History
Comprehensive Financial Planning, Inc./Pa
- $103 Billion
- Q1 2025
A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 5,496 shares of IVV stock, worth $3.2 Million. This represents 3.0% of its overall portfolio holdings.
Number of Shares
5,496
Previous 7,965
31.0%
Holding current value
$3.2 Million
Previous $4.69 Billion
34.13%
% of portfolio
3.0%
Previous 3.96%
Shares
2 transactions
Others Institutions Holding IVV
# of Institutions
3,918Shares Held
822MCall Options Held
15.3MPut Options Held
4M-
Black Rock Inc. New York, NY66.4MShares$38.6 Billion0.84% of portfolio
-
Envestnet Asset Management Inc35.7MShares$20.8 Billion6.71% of portfolio
-
Northwestern Mutual Wealth Management CO31.3MShares$18.2 Billion14.5% of portfolio
-
Morgan Stanley New York, NY26.4MShares$15.4 Billion1.09% of portfolio
-
Bank Of America Corp Charlotte, NC25.3MShares$14.7 Billion1.17% of portfolio