Fullcircle Wealth LLC Ishares Core S&P 500 ETF Transaction History
Fullcircle Wealth LLC
- $223 Billion
- Q3 2024
A detailed history of Fullcircle Wealth LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Fullcircle Wealth LLC holds 6,127 shares of IVV stock, worth $3.72 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
6,127
Previous 7,093
13.62%
Holding current value
$3.72 Million
Previous $3.86 Billion
7.36%
% of portfolio
1.6%
Previous 1.89%
Shares
2 transactions
Others Institutions Holding IVV
# of Institutions
3,554Shares Held
695MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$40.3 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$21 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.8 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15.3 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$15.1 Billion1.06% of portfolio