Balasa Dinverno & Foltz LLC Ishares Core S&P 500 ETF Transaction History
Balasa Dinverno & Foltz LLC
- $1.58 Billion
- Q3 2022
A detailed history of Balasa Dinverno & Foltz LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 160,728 shares of IVV stock, worth $97.1 Million. This represents 3.64% of its overall portfolio holdings.
Number of Shares
160,728
Previous 165,476
2.87%
Holding current value
$97.1 Million
Previous $62.7 Million
8.12%
% of portfolio
3.64%
Previous 3.95%
Shares
21 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