Form Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History
Form Wealth Advisors, LLC
- $736 Billion
- Q1 2025
A detailed history of Form Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Form Wealth Advisors, LLC holds 250,173 shares of IVV stock, worth $146 Million. This represents 19.1% of its overall portfolio holdings.
Number of Shares
250,173Holding current value
$146 Million% of portfolio
19.1%Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
3,918Shares Held
822MCall Options Held
15.3MPut Options Held
4M-
Black Rock Inc. New York, NY66.4MShares$38.6 Billion0.84% of portfolio
-
Envestnet Asset Management Inc35.7MShares$20.8 Billion6.71% of portfolio
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Northwestern Mutual Wealth Management CO31.3MShares$18.2 Billion14.5% of portfolio
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Morgan Stanley New York, NY26.4MShares$15.4 Billion1.09% of portfolio
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Bank Of America Corp Charlotte, NC25.3MShares$14.7 Billion1.17% of portfolio