Alterna Wealth Management, Inc Ishares Core S&P 500 ETF Transaction History
Alterna Wealth Management, Inc
- $102 Million
- Q1 2024
A detailed history of Alterna Wealth Management, Inc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 10,858 shares of IVV stock, worth $6.02 Million. This represents 5.61% of its overall portfolio holdings.
Number of Shares
10,858
Previous 7,711
40.81%
Holding current value
$6.02 Million
Previous $3.68 Million
54.98%
% of portfolio
5.61%
Previous 4.43%
Shares
19 transactions
Others Institutions Holding IVV
# of Institutions
3,250Shares Held
623MCall Options Held
794KPut Options Held
622K-
Black Rock Inc. New York, NY63.6MShares$35.3 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$17.9 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$16.5 Billion5.94% of portfolio
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Bank Of America Corp Charlotte, NC23.5MShares$13 Billion1.17% of portfolio
-
Creative Planning Overland Park, KS20.6MShares$11.4 Billion12.02% of portfolio