Legacy Wealth Management, Inc Ishares Core S&P 500 ETF Transaction History
Legacy Wealth Management, Inc
- $1.36 Billion
- Q1 2024
A detailed history of Legacy Wealth Management, Inc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 486,884 shares of IVV stock, worth $259 Million. This represents 18.87% of its overall portfolio holdings.
Number of Shares
486,884
Previous 1,381
35155.9%
Holding current value
$259 Million
Previous $659,000
38742.03%
% of portfolio
18.87%
Previous 0.05%
Shares
13 transactions
Others Institutions Holding IVV
# of Institutions
3,241Shares Held
624MCall Options Held
794KPut Options Held
622K-
Black Rock Inc. New York, NY63.6MShares$33.9 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$17.2 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$15.8 Billion5.94% of portfolio
-
Bank Of America Corp Charlotte, NC23.5MShares$12.5 Billion1.17% of portfolio
-
Creative Planning Overland Park, KS20.6MShares$11 Billion12.02% of portfolio