Insight Wealth Strategies, LLC Ishares Core S&P 500 ETF Transaction History
Insight Wealth Strategies, LLC
- $699 Million
- Q2 2024
A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 1,699 shares of IVV stock, worth $937,814. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,699
Previous 1,473
15.34%
Holding current value
$937,814
Previous $774,000
20.03%
% of portfolio
0.13%
Previous 0.11%
Shares
21 transactions
Others Institutions Holding IVV
# of Institutions
3,244Shares Held
623MCall Options Held
794KPut Options Held
612K-
Black Rock Inc. New York, NY63.6MShares$35.1 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$17.8 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$16.4 Billion5.94% of portfolio
-
Bank Of America Corp Charlotte, NC23.5MShares$13 Billion1.17% of portfolio
-
Creative Planning Overland Park, KS20.6MShares$11.4 Billion12.02% of portfolio