Kozak & Associates, Inc. Ishares Core S&P 500 ETF Transaction History
Kozak & Associates, Inc.
- $482 Million
- Q2 2025
A detailed history of Kozak & Associates, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Kozak & Associates, Inc. holds 222 shares of IVV stock, worth $141,527. This represents 0.03% of its overall portfolio holdings.
Number of Shares
222
Previous 222
-0.0%
Holding current value
$141,527
Previous $123,000
11.38%
% of portfolio
0.03%
Previous 0.03%
Shares
10 transactions
Others Institutions Holding IVV
# of Institutions
3,971Shares Held
813MCall Options Held
15.3MPut Options Held
4M-
Black Rock Inc. New York, NY66.4MShares$42.3 Billion0.84% of portfolio
-
Envestnet Asset Management Inc35.7MShares$22.8 Billion6.71% of portfolio
-
Northwestern Mutual Wealth Management CO31.3MShares$20 Billion14.5% of portfolio
-
Morgan Stanley New York, NY26.4MShares$16.8 Billion1.09% of portfolio
-
Bank Of America Corp Charlotte, NC25.3MShares$16.1 Billion1.17% of portfolio