Investment Planning Advisors, Inc. Ishares Core S&P 500 ETF Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 916 shares of IVV stock, worth $547,337. This represents 0.29% of its overall portfolio holdings.
Number of Shares
916
Previous 916
-0.0%
Holding current value
$547,337
Previous $501 Million
99.89%
% of portfolio
0.29%
Previous 0.26%
Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
3,449Shares Held
686MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$39.7 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.7 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.5 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15.1 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$14.9 Billion1.06% of portfolio