Jamison Private Wealth Management, Inc. Ishares Core S&P 500 ETF Transaction History
Jamison Private Wealth Management, Inc.
- $789 Billion
- Q3 2025
A detailed history of Jamison Private Wealth Management, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 8,413 shares of IVV stock, worth $5.71 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
8,413
Previous 8,093
3.95%
Holding current value
$5.71 Million
Previous $5.03 Billion
12.05%
% of portfolio
0.71%
Previous 0.72%
Shares
9 transactions
Others Institutions Holding IVV
# of Institutions
4,085Shares Held
748MCall Options Held
4.19MPut Options Held
2.82M-
Black Rock Inc. New York, NY66.4MShares$45.1 Billion0.84% of portfolio
-
Northwestern Mutual Wealth Management CO32.5MShares$22.1 Billion14.88% of portfolio
-
Envestnet Asset Management Inc28.6MShares$19.4 Billion5.91% of portfolio
-
Morgan Stanley New York, NY24.8MShares$16.8 Billion1.04% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$16.2 Billion1.05% of portfolio