Kaufman Rossin Wealth, LLC Ishares Core S&P 500 ETF Transaction History
Kaufman Rossin Wealth, LLC
- $97.2 Billion
- Q4 2024
A detailed history of Kaufman Rossin Wealth, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Kaufman Rossin Wealth, LLC holds 504 shares of IVV stock, worth $307,087. This represents 0.31% of its overall portfolio holdings.
Number of Shares
504Holding current value
$307,087% of portfolio
0.31%Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
3,514Shares Held
688MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$40.5 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$21.1 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.8 Billion15.08% of portfolio
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Bank Of America Corp Charlotte, NC25.2MShares$15.4 Billion1.23% of portfolio
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Morgan Stanley New York, NY24.9MShares$15.2 Billion1.06% of portfolio