Crestwood Advisors Group LLC Ishares Core S&P 500 ETF Transaction History
Crestwood Advisors Group LLC
- $4.5 Billion
- Q1 2024
A detailed history of Crestwood Advisors Group LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 85,184 shares of IVV stock, worth $47.5 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
85,184
Previous 82,824
2.85%
Holding current value
$47.5 Million
Previous $39.6 Million
13.21%
% of portfolio
0.99%
Previous 0.93%
Shares
27 transactions
Others Institutions Holding IVV
# of Institutions
3,251Shares Held
623MCall Options Held
794KPut Options Held
622K-
Black Rock Inc. New York, NY63.6MShares$35.5 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$18 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$16.6 Billion5.94% of portfolio
-
Bank Of America Corp Charlotte, NC23.5MShares$13.1 Billion1.17% of portfolio
-
Creative Planning Overland Park, KS20.6MShares$11.5 Billion12.02% of portfolio