Barnes Pettey Financial Advisors, LLC Ishares Core S&P 500 ETF Transaction History
Barnes Pettey Financial Advisors, LLC
- $125 Million
- Q3 2024
A detailed history of Barnes Pettey Financial Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Barnes Pettey Financial Advisors, LLC holds 4,171 shares of IVV stock, worth $2.47 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
4,171
Previous 4,042
3.19%
Holding current value
$2.47 Million
Previous $2.21 Million
8.77%
% of portfolio
1.92%
Previous 1.9%
Shares
11 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$39.4 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.6 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.4 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$14.8 Billion1.06% of portfolio