Family Wealth Partners, LLC Ishares Core S&P 500 ETF Transaction History
Family Wealth Partners, LLC
- $195 Billion
- Q3 2024
A detailed history of Family Wealth Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Family Wealth Partners, LLC holds 2,652 shares of IVV stock, worth $1.59 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
2,652
Previous 2,650
0.08%
Holding current value
$1.59 Million
Previous $1.45 Billion
5.48%
% of portfolio
0.78%
Previous 0.75%
Shares
4 transactions
Others Institutions Holding IVV
# of Institutions
3,395Shares Held
669MCall Options Held
714KPut Options Held
952K-
Black Rock Inc. New York, NY66.4MShares$39.7 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.7 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$17 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$13.5 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$13 Billion0.94% of portfolio