Potentia Wealth Ishares Core S&P 500 ETF Transaction History

Potentia Wealth

$225 Billion
Q4 2024

A detailed history of Potentia Wealth transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Potentia Wealth holds 12,030 shares of IVV stock, worth $7.29 Million. This represents 3.15% of its overall portfolio holdings.

Number of Shares

12,030

Holding current value

$7.29 Million

% of portfolio

3.15%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$570.51 - $610.59 $6.86 Million - $7.35 Million	12,030 New	12,030 $7.08 Billion

Others Institutions Holding IVV

# of Institutions

3,705

Shares Held

726M

Call Options Held

1.47M

Put Options Held

1.17M

Black Rock Inc. New York, NY

66.4M
Shares

$40.3 Billion
0.84% of portfolio
Envestnet Asset Management Inc

34.6M
Shares

$21 Billion
6.62% of portfolio
Northwestern Mutual Wealth Management CO

30.5M
Shares

$18.5 Billion
15.25% of portfolio
Bank Of America Corp Charlotte, NC

25.2M
Shares

$15.3 Billion
1.23% of portfolio
Morgan Stanley New York, NY

24.9M
Shares

$15.1 Billion
1.06% of portfolio

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Potentia Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Potentia Wealth with notifications on news.

Account