Balance Wealth, LLC Ishares Core S&P 500 ETF Transaction History

Balance Wealth, LLC

$154 Billion
Q1 2025

A detailed history of Balance Wealth, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Balance Wealth, LLC holds 562 shares of IVV stock, worth $331,827. This represents 0.21% of its overall portfolio holdings.

Number of Shares

562

Holding current value

$331,827

% of portfolio

0.21%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$554.06 - $615.85 $311,381 - $346,107	562 New	562 $316 Million

Others Institutions Holding IVV

# of Institutions

3,920

Shares Held

821M

Call Options Held

15.3M

Put Options Held

Black Rock Inc. New York, NY

66.4M
Shares

$39.2 Billion
0.84% of portfolio
Envestnet Asset Management Inc

35.7M
Shares

$21.1 Billion
6.71% of portfolio
Northwestern Mutual Wealth Management CO

31.3M
Shares

$18.5 Billion
14.5% of portfolio
Morgan Stanley New York, NY

26.4M
Shares

$15.6 Billion
1.09% of portfolio
Bank Of America Corp Charlotte, NC

25.3M
Shares

$14.9 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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