Clientfirst Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History
Clientfirst Wealth Management, LLC
- $82.6 Million
- Q3 2023
A detailed history of Clientfirst Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 2,391 shares of IVV stock, worth $1.44 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
2,391
Previous 2,391
-0.0%
Holding current value
$1.44 Million
Previous $1.07 Million
3.66%
% of portfolio
1.24%
Previous 1.25%
Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
3,445Shares Held
687MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$40 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.9 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.6 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15.2 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$15 Billion1.06% of portfolio