4 J Wealth Management LLC Ishares Core S&P 500 ETF Transaction History
4 J Wealth Management LLC
- $102 Million
- Q1 2025
A detailed history of 4 J Wealth Management LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, 4 J Wealth Management LLC holds 36,833 shares of IVV stock, worth $20.4 Million. This represents 20.35% of its overall portfolio holdings.
Number of Shares
36,833
Previous 33,903
8.64%
Holding current value
$20.4 Million
Previous $20 Million
3.7%
% of portfolio
20.35%
Previous 18.97%
Shares
18 transactions
Others Institutions Holding IVV
# of Institutions
3,893Shares Held
758MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$36.7 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$18.6 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$16.9 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$15.4 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$13.1 Billion17.72% of portfolio