Lauterbach Financial Advisors, LLC Ishares Core S&P 500 ETF Transaction History
Lauterbach Financial Advisors, LLC
- $174 Million
- Q2 2025
A detailed history of Lauterbach Financial Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Lauterbach Financial Advisors, LLC holds 633 shares of IVV stock, worth $415,374. This represents 0.23% of its overall portfolio holdings.
Number of Shares
633
Previous 633
-0.0%
Holding current value
$415,374
Previous $355,000
10.7%
% of portfolio
0.23%
Previous 0.23%
Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
4,036Shares Held
744MCall Options Held
4.19MPut Options Held
2.82M-
Black Rock Inc. New York, NY66.4MShares$43.6 Billion0.84% of portfolio
-
Northwestern Mutual Wealth Management CO32.5MShares$21.3 Billion14.88% of portfolio
-
Envestnet Asset Management Inc28.4MShares$18.6 Billion5.4% of portfolio
-
Morgan Stanley New York, NY24.8MShares$16.2 Billion1.04% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$15.7 Billion1.05% of portfolio