Intergy Private Wealth, LLC Ishares Core S&P 500 ETF Transaction History
Intergy Private Wealth, LLC
- $240 Million
- Q2 2024
A detailed history of Intergy Private Wealth, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 2,236 shares of IVV stock, worth $1.24 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
2,236
Previous 2,253
0.75%
Holding current value
$1.24 Million
Previous $1.18 Million
3.29%
% of portfolio
0.51%
Previous 0.49%
Shares
11 transactions
Others Institutions Holding IVV
# of Institutions
3,320Shares Held
658MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$36.7 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$19.9 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$15.7 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.4 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12 Billion0.94% of portfolio