Cassady Schiller Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History
Cassady Schiller Wealth Management, LLC
- $259 Million
- Q3 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 6,534 shares of IVV stock, worth $3.88 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
6,534
Previous 6,534
-0.0%
Holding current value
$3.88 Million
Previous $3.58 Million
5.4%
% of portfolio
1.45%
Previous 1.51%
Shares
6 transactions
Others Institutions Holding IVV
# of Institutions
3,448Shares Held
686MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$39.4 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.6 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.4 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$14.8 Billion1.06% of portfolio