Institutional & Family Asset Management, LLC Ishares Core S&P 500 ETF Transaction History
Institutional & Family Asset Management, LLC
- $846 Million
- Q2 2024
A detailed history of Institutional & Family Asset Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 20,413 shares of IVV stock, worth $11.3 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
20,413
Previous 20,753
1.64%
Holding current value
$11.3 Million
Previous $10.9 Million
2.38%
% of portfolio
1.32%
Previous 1.32%
Shares
29 transactions
Others Institutions Holding IVV
# of Institutions
3,250Shares Held
623MCall Options Held
794KPut Options Held
622K-
Black Rock Inc. New York, NY63.6MShares$35.3 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$17.9 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$16.5 Billion5.94% of portfolio
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Bank Of America Corp Charlotte, NC23.5MShares$13 Billion1.17% of portfolio
-
Creative Planning Overland Park, KS20.6MShares$11.4 Billion12.02% of portfolio