Laurel Wealth Planning LLC Ishares Core S&P 500 ETF Transaction History
Laurel Wealth Planning LLC
- $155 Million
- Q4 2024
A detailed history of Laurel Wealth Planning LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 4,774 shares of IVV stock, worth $2.89 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
4,774
Previous 5,079
6.01%
Holding current value
$2.89 Million
Previous $2.93 Million
4.1%
% of portfolio
1.81%
Previous 1.91%
Shares
17 transactions
Others Institutions Holding IVV
# of Institutions
3,583Shares Held
700MCall Options Held
1.44MPut Options Held
1.11M-
Black Rock Inc. New York, NY66.4MShares$40.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$21 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.7 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15.2 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$15.1 Billion1.06% of portfolio