Luminvest Wealth Management LLC Ishares Core S&P 500 ETF Transaction History
Luminvest Wealth Management LLC
- $307 Billion
- Q3 2025
A detailed history of Luminvest Wealth Management LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 362 shares of IVV stock, worth $245,729. This represents 0.08% of its overall portfolio holdings.
Number of Shares
362Holding current value
$245,729% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
4,081Shares Held
749MCall Options Held
4.19MPut Options Held
2.82M-
Black Rock Inc. New York, NY66.4MShares$45.1 Billion0.84% of portfolio
-
Northwestern Mutual Wealth Management CO32.5MShares$22.1 Billion14.88% of portfolio
-
Envestnet Asset Management Inc28.6MShares$19.4 Billion5.91% of portfolio
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Morgan Stanley New York, NY24.8MShares$16.8 Billion1.04% of portfolio
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Jpmorgan Chase & CO New York, NY23.9MShares$16.2 Billion1.05% of portfolio