Arq Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History
Arq Wealth Advisors, LLC
- $223 Million
- Q2 2024
A detailed history of Arq Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Arq Wealth Advisors, LLC holds 3,356 shares of IVV stock, worth $1.93 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
3,356
Previous 3,140
6.88%
Holding current value
$1.93 Million
Previous $1.65 Million
11.27%
% of portfolio
0.82%
Previous 0.74%
Shares
18 transactions
Others Institutions Holding IVV
# of Institutions
3,325Shares Held
659MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$38.2 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$20.7 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16.3 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.9 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.5 Billion0.94% of portfolio