Heritage Family Offices, LLP Ishares Core S&P 500 ETF Transaction History
Heritage Family Offices, LLP
- $194 Billion
- Q3 2024
A detailed history of Heritage Family Offices, LLP transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Heritage Family Offices, LLP holds 13,000 shares of IVV stock, worth $7.46 Million. This represents 3.87% of its overall portfolio holdings.
Number of Shares
13,000
Previous 14,075
7.64%
Holding current value
$7.46 Million
Previous $7.7 Billion
2.65%
% of portfolio
3.87%
Previous 4.27%
Shares
2 transactions
Others Institutions Holding IVV
# of Institutions
3,391Shares Held
670MCall Options Held
714KPut Options Held
952K-
Black Rock Inc. New York, NY66.4MShares$38.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$20.7 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16.3 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.9 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.5 Billion0.94% of portfolio