Bergan Kdv Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 7,262 shares of IVV stock, worth $3.98 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
7,262
Previous 7,680
5.44%
Holding current value
$3.98 Million
Previous $3.16 Million
2.5%
% of portfolio
0.32%
Previous 0.33%
Shares
24 transactions
Others Institutions Holding IVV
# of Institutions
3,249Shares Held
624MCall Options Held
794KPut Options Held
622K-
Black Rock Inc. New York, NY63.6MShares$34.9 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$17.7 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$16.3 Billion5.94% of portfolio
-
Bank Of America Corp Charlotte, NC23.5MShares$12.9 Billion1.17% of portfolio
-
Creative Planning Overland Park, KS20.6MShares$11.3 Billion12.02% of portfolio