Goepper Burkhardt LLC Ishares Core S&P 500 ETF Transaction History
Goepper Burkhardt LLC
- $240 Million
- Q3 2024
A detailed history of Goepper Burkhardt LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Goepper Burkhardt LLC holds 8,746 shares of IVV stock, worth $5.29 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
8,746
Previous 8,111
7.83%
Holding current value
$5.29 Million
Previous $4.44 Million
13.65%
% of portfolio
2.1%
Previous 2.01%
Shares
9 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$40.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.9 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.7 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15.2 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$15.1 Billion1.06% of portfolio