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 $139 Million. This represents 19.1% of its overall portfolio holdings.
Number of Shares
250,173Holding current value
$139 Million% of portfolio
19.1%Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
3,896Shares Held
760MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$37 Billion0.84% of portfolio
-
Envestnet Asset Management Inc35.7MShares$19.9 Billion6.71% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$17 Billion15.25% of portfolio
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Morgan Stanley New York, NY27.9MShares$15.5 Billion1.18% of portfolio
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Marshall Wace, LLP London, X023.6MShares$13.1 Billion17.72% of portfolio