Avondale Wealth Management Ishares Core S&P 500 ETF Transaction History
Avondale Wealth Management
- $144 Million
- Q2 2024
A detailed history of Avondale Wealth Management transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Avondale Wealth Management holds 57,172 shares of IVV stock, worth $31.6 Million. This represents 21.67% of its overall portfolio holdings.
Number of Shares
57,172
Previous 56,631
0.96%
Holding current value
$31.6 Million
Previous $29.8 Million
5.09%
% of portfolio
21.67%
Previous 20.93%
Shares
27 transactions
Others Institutions Holding IVV
# of Institutions
3,320Shares Held
658MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$36.7 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$19.9 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$15.7 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.4 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12 Billion0.94% of portfolio