Charter Oak Capital Management, LLC Ishares Core S&P 500 ETF Transaction History
Charter Oak Capital Management, LLC
- $1.07 Billion
- Q4 2024
A detailed history of Charter Oak Capital Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 513,822 shares of IVV stock, worth $312 Million. This represents 28.16% of its overall portfolio holdings.
Number of Shares
513,822
Previous 518,121
0.83%
Holding current value
$312 Million
Previous $299 Million
1.21%
% of portfolio
28.16%
Previous 27.96%
Shares
17 transactions
Others Institutions Holding IVV
# of Institutions
3,554Shares Held
695MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$40.3 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$21 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.8 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15.3 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$15.1 Billion1.06% of portfolio