Family Wealth Group, LLC Ishares Core S&P 500 ETF Transaction History
Family Wealth Group, LLC
- $78.3 Million
- Q4 2023
A detailed history of Family Wealth Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 1,256 shares of IVV stock, worth $687,999. This represents 0.77% of its overall portfolio holdings.
Number of Shares
1,256Holding current value
$687,999% of portfolio
0.77%Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
3,263Shares Held
621MCall Options Held
796KPut Options Held
612K-
Black Rock Inc. New York, NY63.6MShares$34.9 Billion0.79% of portfolio
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Northwestern Mutual Wealth Management CO32.3MShares$17.7 Billion17.47% of portfolio
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Envestnet Asset Management Inc29.7MShares$16.3 Billion5.94% of portfolio
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Bank Of America Corp Charlotte, NC23.5MShares$12.9 Billion1.17% of portfolio
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Creative Planning Overland Park, KS20.6MShares$11.3 Billion12.02% of portfolio