Curated Wealth Partners LLC Ishares Core S&P 500 ETF Put Options Transaction History

Curated Wealth Partners LLC

$672 Million
Q1 2024

Put Options

1 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form
Q1 2024 Apr 12, 2024	BUY	$469.56 - $525.73 $4.45 Million - $4.98 Million	9,476 New	9,476 $4.98 Million

Others Institutions Holding IVV

# of Institutions

3,251

Shares Held

623M

Call Options Held

794K

Put Options Held

622K

Black Rock Inc. New York, NY

63.6M
Shares

$35.5 Billion
0.79% of portfolio
Northwestern Mutual Wealth Management CO

32.3M
Shares

$18 Billion
17.47% of portfolio
Envestnet Asset Management Inc

29.7M
Shares

$16.6 Billion
5.94% of portfolio
Bank Of America Corp Charlotte, NC

23.5M
Shares

$13.1 Billion
1.17% of portfolio
Creative Planning Overland Park, KS

20.6M
Shares

$11.5 Billion
12.02% of portfolio

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

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