Caliber Wealth Management, LLC / Ks Ishares Core S&P 500 ETF Transaction History
Caliber Wealth Management, LLC / Ks
- $733 Billion
- Q1 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 132,168 shares of IVV stock, worth $73.7 Million. This represents 10.13% of its overall portfolio holdings.
Number of Shares
132,168Holding current value
$73.7 Million% of portfolio
10.13%Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
3,904Shares Held
756MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$37 Billion0.84% of portfolio
-
Envestnet Asset Management Inc35.7MShares$19.9 Billion6.71% of portfolio
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Northwestern Mutual Wealth Management CO30.5MShares$17 Billion15.25% of portfolio
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Morgan Stanley New York, NY27.9MShares$15.6 Billion1.18% of portfolio
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Marshall Wace, LLP London, X023.6MShares$13.2 Billion17.72% of portfolio