Lifeworks Advisors, LLC Ishares Core S&P 500 ETF Transaction History
Lifeworks Advisors, LLC
- $496 Million
- Q3 2024
A detailed history of Lifeworks Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 8,087 shares of IVV stock, worth $4.89 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
8,087
Previous 2,167
273.19%
Holding current value
$4.89 Million
Previous $1.19 Million
293.59%
% of portfolio
0.94%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding IVV
# of Institutions
3,446Shares Held
687MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$40.2 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$15.3 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$15.1 Billion1.06% of portfolio