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 $82 Million. This represents 10.13% of its overall portfolio holdings.
Number of Shares
132,168Holding current value
$82 Million% of portfolio
10.13%Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
3,939Shares Held
821MCall Options Held
15.3MPut Options Held
4M-
Black Rock Inc. New York, NY66.4MShares$41.2 Billion0.84% of portfolio
-
Envestnet Asset Management Inc35.7MShares$22.2 Billion6.71% of portfolio
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Northwestern Mutual Wealth Management CO31.3MShares$19.4 Billion14.5% of portfolio
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Morgan Stanley New York, NY26.4MShares$16.4 Billion1.09% of portfolio
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Bank Of America Corp Charlotte, NC25.3MShares$15.7 Billion1.17% of portfolio