Live Oak Private Wealth LLC Ishares Core S&P 500 ETF Transaction History
Live Oak Private Wealth LLC
- $593 Million
- Q3 2024
A detailed history of Live Oak Private Wealth LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 3,298 shares of IVV stock, worth $1.96 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
3,298
Previous 3,340
1.26%
Holding current value
$1.96 Million
Previous $1.83 Million
4.11%
% of portfolio
0.32%
Previous 0.32%
Shares
20 transactions
Others Institutions Holding IVV
# of Institutions
3,448Shares Held
686MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$39.4 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.6 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.4 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$14.8 Billion1.06% of portfolio