Cbm Financial, LLC Ishares Core S&P 500 ETF Transaction History

Cbm Financial, LLC

$123 Billion
Q1 2025

A detailed history of Cbm Financial, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Cbm Financial, LLC holds 54,129 shares of IVV stock, worth $31.5 Million. This represents 26.11% of its overall portfolio holdings.

Number of Shares

54,129

Holding current value

$31.5 Million

% of portfolio

26.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 20, 2025	BUY	$554.06 - $615.85 $30 Million - $33.3 Million	54,129 New	54,129 $32.1 Billion

Others Institutions Holding IVV

# of Institutions

3,918

Shares Held

822M

Call Options Held

15.3M

Put Options Held

Black Rock Inc. New York, NY

66.4M
Shares

$38.6 Billion
0.84% of portfolio
Envestnet Asset Management Inc

35.7M
Shares

$20.8 Billion
6.71% of portfolio
Northwestern Mutual Wealth Management CO

31.3M
Shares

$18.2 Billion
14.5% of portfolio
Morgan Stanley New York, NY

26.4M
Shares

$15.4 Billion
1.09% of portfolio
Bank Of America Corp Charlotte, NC

25.3M
Shares

$14.7 Billion
1.17% of portfolio

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Cbm Financial, LLC Ishares Core S&P 500 ETF Transaction History