Kellett Schaffner Wealth Advisors LLC Ishares Core S&P 500 ETF Transaction History
Kellett Schaffner Wealth Advisors LLC
- $128 Million
- Q2 2025
A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 330 shares of IVV stock, worth $221,898. This represents 0.16% of its overall portfolio holdings.
Number of Shares
330Holding current value
$221,898% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
4,026Shares Held
744MCall Options Held
4.19MPut Options Held
2.82M-
Black Rock Inc. New York, NY66.4MShares$44.6 Billion0.84% of portfolio
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Northwestern Mutual Wealth Management CO32.5MShares$21.8 Billion14.88% of portfolio
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Envestnet Asset Management Inc28.4MShares$19.1 Billion5.4% of portfolio
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Morgan Stanley New York, NY24.8MShares$16.6 Billion1.04% of portfolio
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Jpmorgan Chase & CO New York, NY23.9MShares$16.1 Billion1.05% of portfolio