Heritage Wealth Partners, LLC Ishares Core S&P 500 ETF Transaction History
Heritage Wealth Partners, LLC
- $69 Billion
- Q2 2024
A detailed history of Heritage Wealth Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 16,536 shares of IVV stock, worth $9.46 Million. This represents 13.11% of its overall portfolio holdings.
Number of Shares
16,536
Previous 18,264
9.46%
Holding current value
$9.46 Million
Previous $8.72 Billion
3.73%
% of portfolio
13.11%
Previous 17.8%
Shares
6 transactions
Others Institutions Holding IVV
# of Institutions
3,324Shares Held
659MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$38 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$20.6 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16.2 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