Litman Gregory Wealth Management LLC Ishares Core S&P 500 ETF Transaction History
Litman Gregory Wealth Management LLC
- $1.13 Billion
- Q2 2024
A detailed history of Litman Gregory Wealth Management LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 228,256 shares of IVV stock, worth $131 Million. This represents 11.08% of its overall portfolio holdings.
Number of Shares
228,256
Previous 224,087
1.86%
Holding current value
$131 Million
Previous $118 Million
6.03%
% of portfolio
11.08%
Previous 10.69%
Shares
28 transactions
Others Institutions Holding IVV
# of Institutions
3,324Shares Held
659MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$38 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$20.6 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16.2 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.9 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.5 Billion0.94% of portfolio