Halpern Financial, Inc. Ishares Core S&P 500 ETF Transaction History
Halpern Financial, Inc.
- $389 Billion
- Q3 2024
A detailed history of Halpern Financial, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Halpern Financial, Inc. holds 57,666 shares of IVV stock, worth $33.4 Million. This represents 8.48% of its overall portfolio holdings.
Number of Shares
57,666
Previous 60,800
5.15%
Holding current value
$33.4 Million
Previous $33.3 Billion
0.93%
% of portfolio
8.48%
Previous 9.14%
Shares
20 transactions
Others Institutions Holding IVV
# of Institutions
3,859Shares Held
761MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$38.4 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$19.4 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$17.7 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$16.1 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$13.7 Billion17.72% of portfolio