Forvis Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History
Forvis Wealth Advisors, LLC
- $3.96 Billion
- Q2 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 158,932 shares of IVV stock, worth $87.8 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
158,932
Previous 161,511
1.6%
Holding current value
$87.8 Million
Previous $84.9 Million
2.43%
% of portfolio
2.2%
Previous 2.17%
Shares
29 transactions
Others Institutions Holding IVV
# of Institutions
3,320Shares Held
658MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$36.7 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$19.9 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$15.7 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.4 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12 Billion0.94% of portfolio