Barnes Wealth Management Group, Inc Ishares Core S&P 500 ETF Transaction History
Barnes Wealth Management Group, Inc
- $156 Billion
- Q1 2025
A detailed history of Barnes Wealth Management Group, Inc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 17,889 shares of IVV stock, worth $10.9 Million. This represents 6.45% of its overall portfolio holdings.
Number of Shares
17,889
Previous 18,809
4.89%
Holding current value
$10.9 Million
Previous $11.1 Billion
9.22%
% of portfolio
6.45%
Previous 7.42%
Shares
2 transactions
Others Institutions Holding IVV
# of Institutions
3,928Shares Held
821MCall Options Held
15.3MPut Options Held
4M-
Black Rock Inc. New York, NY66.4MShares$40.5 Billion0.84% of portfolio
-
Envestnet Asset Management Inc35.7MShares$21.8 Billion6.71% of portfolio
-
Northwestern Mutual Wealth Management CO31.3MShares$19.1 Billion14.5% of portfolio
-
Morgan Stanley New York, NY26.4MShares$16.1 Billion1.09% of portfolio
-
Bank Of America Corp Charlotte, NC25.3MShares$15.4 Billion1.17% of portfolio