Kcs Wealth Advisory Ishares Core S&P 500 ETF Transaction History
Kcs Wealth Advisory
- $224 Million
- Q3 2023
A detailed history of Kcs Wealth Advisory transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Kcs Wealth Advisory holds 12,949 shares of IVV stock, worth $7.22 Million. This represents 2.48% of its overall portfolio holdings.
Number of Shares
12,949
Previous 20,204
35.91%
Holding current value
$7.22 Million
Previous $9.01 Million
38.26%
% of portfolio
2.48%
Previous 3.27%
Shares
24 transactions
Others Institutions Holding IVV
# of Institutions
3,251Shares Held
623MCall Options Held
794KPut Options Held
622K-
Black Rock Inc. New York, NY63.6MShares$35.5 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$18 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$16.6 Billion5.94% of portfolio
-
Bank Of America Corp Charlotte, NC23.5MShares$13.1 Billion1.17% of portfolio
-
Creative Planning Overland Park, KS20.6MShares$11.5 Billion12.02% of portfolio