Heritage Investment Group, Inc. Ishares Core S&P 500 ETF Transaction History
Heritage Investment Group, Inc.
- $728 Million
- Q2 2024
A detailed history of Heritage Investment Group, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 103,813 shares of IVV stock, worth $59.6 Million. This represents 7.8% of its overall portfolio holdings.
Number of Shares
103,813
Previous 101,404
2.38%
Holding current value
$59.6 Million
Previous $53.3 Million
6.56%
% of portfolio
7.8%
Previous 7.24%
Shares
11 transactions
Others Institutions Holding IVV
# of Institutions
3,326Shares Held
659MCall Options Held
715KPut Options Held
951K-
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