Heritage Financial Services, LLC Ishares Core S&P 500 ETF Call Options Transaction History
Heritage Financial Services, LLC
- $653 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IVV
# of Institutions
3,255Shares Held
623MCall Options Held
794KPut Options Held
622K-
Black Rock Inc. New York, NY63.6MShares$35.6 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$18.1 Billion17.47% of portfolio
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Envestnet Asset Management Inc29.7MShares$16.6 Billion5.94% of portfolio
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Bank Of America Corp Charlotte, NC23.5MShares$13.1 Billion1.17% of portfolio
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Creative Planning Overland Park, KS20.6MShares$11.5 Billion12.02% of portfolio