Fairhaven Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History
Fairhaven Wealth Management, LLC
- $291 Million
- Q1 2024
A detailed history of Fairhaven Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Fairhaven Wealth Management, LLC holds 98,716 shares of IVV stock, worth $55.7 Million. This represents 17.82% of its overall portfolio holdings.
Number of Shares
98,716
Previous 92,824
6.35%
Holding current value
$55.7 Million
Previous $44.3 Million
17.06%
% of portfolio
17.82%
Previous 16.24%
Shares
21 transactions
Others Institutions Holding IVV
# of Institutions
3,253Shares Held
623MCall Options Held
794KPut Options Held
622K-
Black Rock Inc. New York, NY63.6MShares$35.9 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$18.2 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$16.8 Billion5.94% of portfolio
-
Bank Of America Corp Charlotte, NC23.5MShares$13.3 Billion1.17% of portfolio
-
Creative Planning Overland Park, KS20.6MShares$11.6 Billion12.02% of portfolio