Axim Planning & Wealth Ishares Core S&P 500 ETF Transaction History
Axim Planning & Wealth
- $88.8 Million
- Q3 2024
A detailed history of Axim Planning & Wealth transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Axim Planning & Wealth holds 600 shares of IVV stock, worth $352,098. This represents 0.39% of its overall portfolio holdings.
Number of Shares
600
Previous 466
28.76%
Holding current value
$352,098
Previous $255,000
35.69%
% of portfolio
0.39%
Previous 0.31%
Shares
4 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$39 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.3 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.2 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$14.8 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$14.6 Billion1.06% of portfolio