Journey Strategic Wealth LLC Ishares Core S&P 500 ETF Transaction History
Journey Strategic Wealth LLC
- $2.71 Billion
- Q3 2024
A detailed history of Journey Strategic Wealth LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 472,803 shares of IVV stock, worth $286 Million. This represents 10.08% of its overall portfolio holdings.
Number of Shares
472,803
Previous 467,921
1.04%
Holding current value
$286 Million
Previous $256 Million
6.51%
% of portfolio
10.08%
Previous 10.93%
Shares
12 transactions
Others Institutions Holding IVV
# of Institutions
3,448Shares Held
686MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$40.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.9 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.7 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15.2 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$15.1 Billion1.06% of portfolio