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 $872,284. This represents 0.3% of its overall portfolio holdings.
Number of Shares
1,594
Previous 1,580
0.89%
Holding current value
$872,284
Previous $754,000
11.14%
% of portfolio
0.3%
Previous 0.29%
Shares
10 transactions
Others Institutions Holding IVV
# of Institutions
3,247Shares Held
624MCall Options Held
794KPut Options Held
622K-
Black Rock Inc. New York, NY63.6MShares$34.8 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$17.7 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$16.3 Billion5.94% of portfolio
-
Bank Of America Corp Charlotte, NC23.5MShares$12.9 Billion1.17% of portfolio
-
Creative Planning Overland Park, KS20.6MShares$11.3 Billion12.02% of portfolio