First Purpose Wealth LLC Ishares Core S&P 500 ETF Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
A detailed history of First Purpose Wealth LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, First Purpose Wealth LLC holds 1,594 shares of IVV stock, worth $1.06 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
1,594
Previous 1,580
0.89%
Holding current value
$1.06 Million
Previous $754,000
11.14%
% of portfolio
0.3%
Previous 0.29%
Shares
10 transactions
Others Institutions Holding IVV
# of Institutions
4,060Shares Held
746MCall Options Held
4.19MPut Options Held
2.82M-
Black Rock Inc. New York, NY66.4MShares$44.1 Billion0.84% of portfolio
-
Northwestern Mutual Wealth Management CO32.5MShares$21.6 Billion14.88% of portfolio
-
Envestnet Asset Management Inc28.4MShares$18.8 Billion5.4% of portfolio
-
Morgan Stanley New York, NY24.8MShares$16.4 Billion1.04% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$15.9 Billion1.05% of portfolio