Lws Wealth Advisors, Inc. Ishares Core S&P 500 ETF Transaction History
Lws Wealth Advisors, Inc.
- $255 Million
- Q4 2023
A detailed history of Lws Wealth Advisors, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 51,768 shares of IVV stock, worth $29.6 Million. This represents 9.68% of its overall portfolio holdings.
Number of Shares
51,768
Previous 47,159
9.77%
Holding current value
$29.6 Million
Previous $20.3 Million
22.09%
% of portfolio
9.68%
Previous 9.22%
Shares
17 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