Fermata Advisors, LLC Ishares Core S&P 500 ETF Transaction History
Fermata Advisors, LLC
- $335 Million
- Q2 2025
A detailed history of Fermata Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Fermata Advisors, LLC holds 7,561 shares of IVV stock, worth $4.69 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
7,561
Previous 53,512
85.87%
Holding current value
$4.69 Million
Previous $29.9 Million
84.28%
% of portfolio
1.4%
Previous 6.04%
Shares
18 transactions
Others Institutions Holding IVV
# of Institutions
3,939Shares Held
820MCall Options Held
15.3MPut Options Held
4M-
Black Rock Inc. New York, NY66.4MShares$41.2 Billion0.84% of portfolio
-
Envestnet Asset Management Inc35.7MShares$22.2 Billion6.71% of portfolio
-
Northwestern Mutual Wealth Management CO31.3MShares$19.4 Billion14.5% of portfolio
-
Morgan Stanley New York, NY26.4MShares$16.4 Billion1.09% of portfolio
-
Bank Of America Corp Charlotte, NC25.3MShares$15.7 Billion1.17% of portfolio