Centric Wealth Management Ishares Core S&P 500 ETF Transaction History
Centric Wealth Management
- $329 Million
- Q2 2024
A detailed history of Centric Wealth Management transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Centric Wealth Management holds 5,212 shares of IVV stock, worth $2.88 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
5,212
Previous 5,361
2.78%
Holding current value
$2.88 Million
Previous $2.82 Million
1.21%
% of portfolio
0.87%
Previous 0.92%
Shares
21 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