Adapt Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History
Adapt Wealth Advisors, LLC
- $187 Billion
- Q3 2024
A detailed history of Adapt Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 42,530 shares of IVV stock, worth $25.8 Million. This represents 13.13% of its overall portfolio holdings.
Number of Shares
42,530
Previous 40,168
5.88%
Holding current value
$25.8 Million
Previous $22 Billion
11.6%
% of portfolio
13.13%
Previous 13.77%
Shares
3 transactions
Others Institutions Holding IVV
# of Institutions
3,614Shares Held
710MCall Options Held
1.44MPut Options Held
1.11M-
Black Rock Inc. New York, NY66.4MShares$40.3 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$21 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.8 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15.3 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$15.1 Billion1.06% of portfolio