Axiom Financial Strategies, LLC Ishares Core S&P 500 ETF Transaction History
Axiom Financial Strategies, LLC
- $154 Million
- Q2 2024
A detailed history of Axiom Financial Strategies, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Axiom Financial Strategies, LLC holds 28,970 shares of IVV stock, worth $16.6 Million. This represents 10.3% of its overall portfolio holdings.
Number of Shares
28,970
Previous 29,313
1.17%
Holding current value
$16.6 Million
Previous $15.4 Million
2.87%
% of portfolio
10.3%
Previous 9.81%
Shares
19 transactions
Others Institutions Holding IVV
# of Institutions
3,324Shares Held
659MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$38.1 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