Clientfirst Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History
Clientfirst Wealth Management, LLC
- $96.8 Million
- Q2 2025
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 $1.62 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
2,391
Previous 2,391
-0.0%
Holding current value
$1.62 Million
Previous $1.34 Million
10.5%
% of portfolio
1.53%
Previous 1.53%
Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
4,036Shares Held
744MCall Options Held
4.19MPut Options Held
2.82M-
Black Rock Inc. New York, NY66.4MShares$44.9 Billion0.84% of portfolio
-
Northwestern Mutual Wealth Management CO32.5MShares$22 Billion14.88% of portfolio
-
Envestnet Asset Management Inc28.4MShares$19.2 Billion5.4% of portfolio
-
Morgan Stanley New York, NY24.8MShares$16.7 Billion1.04% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$16.2 Billion1.05% of portfolio