Elm3 Financial Group, LLC Ishares Core S&P 500 ETF Transaction History
Elm3 Financial Group, LLC
- $114 Billion
- Q1 2025
A detailed history of Elm3 Financial Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Elm3 Financial Group, LLC holds 1,119 shares of IVV stock, worth $662,615. This represents 0.55% of its overall portfolio holdings.
Number of Shares
1,119
Previous 1,389
19.44%
Holding current value
$662,615
Previous $818 Million
23.1%
% of portfolio
0.55%
Previous 0.7%
Shares
2 transactions
Others Institutions Holding IVV
# of Institutions
3,922Shares Held
821MCall Options Held
15.3MPut Options Held
4M-
Black Rock Inc. New York, NY66.4MShares$39.3 Billion0.84% of portfolio
-
Envestnet Asset Management Inc35.7MShares$21.1 Billion6.71% of portfolio
-
Northwestern Mutual Wealth Management CO31.3MShares$18.5 Billion14.5% of portfolio
-
Morgan Stanley New York, NY26.4MShares$15.6 Billion1.09% of portfolio
-
Bank Of America Corp Charlotte, NC25.3MShares$15 Billion1.17% of portfolio