Blodgett Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History
Blodgett Wealth Advisors, LLC
- $118 Million
- Q2 2024
A detailed history of Blodgett Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Blodgett Wealth Advisors, LLC holds 3,713 shares of IVV stock, worth $2.05 Million. This represents 1.72% of its overall portfolio holdings.
Number of Shares
3,713
Previous 3,398
9.27%
Holding current value
$2.05 Million
Previous $1.79 Million
13.72%
% of portfolio
1.72%
Previous 1.61%
Shares
9 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