Garrett Wealth Advisory Group, LLC Ishares Core S&P 500 ETF Transaction History
Garrett Wealth Advisory Group, LLC
- $404 Million
- Q3 2024
A detailed history of Garrett Wealth Advisory Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Garrett Wealth Advisory Group, LLC holds 2,963 shares of IVV stock, worth $1.76 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
2,963
Previous 1,595
85.77%
Holding current value
$1.76 Million
Previous $872,000
95.99%
% of portfolio
0.42%
Previous 0.32%
Shares
11 transactions
Others Institutions Holding IVV
# of Institutions
3,448Shares Held
686MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$39.4 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.6 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.4 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$14.8 Billion1.06% of portfolio