Baystate Wealth Management LLC Ishares Core S&P 500 ETF Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Baystate Wealth Management LLC holds 183,590 shares of IVV stock, worth $101 Million. This represents 6.44% of its overall portfolio holdings.
Number of Shares
183,590
Previous 181,634
1.08%
Holding current value
$101 Million
Previous $78 Million
12.42%
% of portfolio
6.44%
Previous 6.43%
Shares
23 transactions
Others Institutions Holding IVV
# of Institutions
3,320Shares Held
658MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$36.7 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$19.9 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$15.7 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.4 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12 Billion0.94% of portfolio