Calton & Associates, Inc. Ishares Core S&P 500 ETF Transaction History
Calton & Associates, Inc.
- $193 Million
- Q2 2024
A detailed history of Calton & Associates, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Calton & Associates, Inc. holds 1,572 shares of IVV stock, worth $902,438. This represents 0.45% of its overall portfolio holdings.
Number of Shares
1,572
Previous 1,606
2.12%
Holding current value
$902,438
Previous $844,000
1.9%
% of portfolio
0.45%
Previous 0.41%
Shares
26 transactions
Others Institutions Holding IVV
# of Institutions
3,325Shares Held
659MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$38.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$20.7 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16.3 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.9 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.5 Billion0.94% of portfolio