Collaborative Wealth Managment Inc. Ishares Core S&P 500 ETF Transaction History
Collaborative Wealth Managment Inc.
- $214 Million
- Q4 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 1,269 shares of IVV stock, worth $701,998. This represents 0.35% of its overall portfolio holdings.
Number of Shares
1,269
Previous 1,238
2.5%
Holding current value
$701,998
Previous $714,000
4.62%
% of portfolio
0.35%
Previous 0.33%
Shares
9 transactions
Others Institutions Holding IVV
# of Institutions
3,890Shares Held
760MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$36.7 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$18.6 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$16.9 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$15.4 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$13.1 Billion17.72% of portfolio