Lake Point Wealth Management Ishares Core S&P 500 ETF Transaction History
Lake Point Wealth Management
- $176 Million
- Q2 2022
A detailed history of Lake Point Wealth Management transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Lake Point Wealth Management holds 14,356 shares of IVV stock, worth $7.93 Million. This represents 3.09% of its overall portfolio holdings.
Number of Shares
14,356
Previous 15,070
4.74%
Holding current value
$7.93 Million
Previous $6.84 Million
20.39%
% of portfolio
3.09%
Previous 3.16%
Shares
11 transactions
Others Institutions Holding IVV
# of Institutions
3,320Shares Held
658MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$36.7 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$19.9 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$15.7 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.4 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12 Billion0.94% of portfolio