Jamison Private Wealth Management, Inc. Ishares Core S&P 500 ETF Transaction History
Jamison Private Wealth Management, Inc.
- $602 Billion
- Q2 2024
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 7,274 shares of IVV stock, worth $4.17 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
7,274
Previous 6,248
16.42%
Holding current value
$4.17 Million
Previous $3.28 Billion
21.19%
% of portfolio
0.66%
Previous 0.56%
Shares
4 transactions
Others Institutions Holding IVV
# of Institutions
3,324Shares Held
659MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$38.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$20.7 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16.3 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.9 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.5 Billion0.94% of portfolio