Barnes Pettey Financial Advisors, LLC Ishares Core S&P 500 ETF Transaction History
Barnes Pettey Financial Advisors, LLC
- $116 Million
- Q1 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 4,038 shares of IVV stock, worth $2.25 Million. This represents 1.83% of its overall portfolio holdings.
Number of Shares
4,038
Previous 4,006
0.8%
Holding current value
$2.25 Million
Previous $1.91 Million
10.93%
% of portfolio
1.83%
Previous 1.55%
Shares
9 transactions
Others Institutions Holding IVV
# of Institutions
3,251Shares Held
623MCall Options Held
794KPut Options Held
622K-
Black Rock Inc. New York, NY63.6MShares$35.5 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$18 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$16.6 Billion5.94% of portfolio
-
Bank Of America Corp Charlotte, NC23.5MShares$13.1 Billion1.17% of portfolio
-
Creative Planning Overland Park, KS20.6MShares$11.5 Billion12.02% of portfolio