Garrett Wealth Advisory Group, LLC Ishares Core S&P 500 ETF Transaction History
Garrett Wealth Advisory Group, LLC
- $447 Million
- Q1 2025
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 2,002 shares of IVV stock, worth $1.33 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
2,002
Previous 2,148
6.8%
Holding current value
$1.33 Million
Previous $1.26 Million
11.08%
% of portfolio
0.25%
Previous 0.29%
Shares
13 transactions
Others Institutions Holding IVV
# of Institutions
4,041Shares Held
744MCall Options Held
4.19MPut Options Held
2.82M-
Black Rock Inc. New York, NY66.4MShares$44.1 Billion0.84% of portfolio
-
Northwestern Mutual Wealth Management CO32.5MShares$21.6 Billion14.88% of portfolio
-
Envestnet Asset Management Inc28.4MShares$18.8 Billion5.4% of portfolio
-
Morgan Stanley New York, NY24.8MShares$16.4 Billion1.04% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$15.9 Billion1.05% of portfolio