Annex Advisory Services, LLC Ishares Core S&P 500 ETF Transaction History
Annex Advisory Services, LLC
- $2.76 Billion
- Q3 2024
A detailed history of Annex Advisory Services, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Annex Advisory Services, LLC holds 12,210 shares of IVV stock, worth $7.38 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
12,210
Previous 12,424
1.72%
Holding current value
$7.38 Million
Previous $6.8 Million
3.59%
% of portfolio
0.26%
Previous 0.25%
Shares
30 transactions
Others Institutions Holding IVV
# of Institutions
3,448Shares Held
686MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$40.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.9 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.7 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15.2 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$15.1 Billion1.06% of portfolio