Magnolia Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History

Magnolia Wealth Management, LLC

$94.4 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 27, 2022	BUY	$418.06 - $479.84 $9.38 Million - $10.8 Million	22,446 New	22,446 $9.93 Million

Others Institutions Holding IVV

# of Institutions

3,444

Shares Held

687M

Call Options Held

1.45M

Put Options Held

1.1M

Black Rock Inc. New York, NY

66.4M
Shares

$39.7 Billion
0.84% of portfolio
Envestnet Asset Management Inc

34.6M
Shares

$20.7 Billion
6.62% of portfolio
Northwestern Mutual Wealth Management CO

29.3M
Shares

$17.5 Billion
15.08% of portfolio
Bank Of America Corp Charlotte, NC

25.2M
Shares

$15.1 Billion
1.23% of portfolio
Morgan Stanley New York, NY

24.9M
Shares

$14.9 Billion
1.06% of portfolio

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Magnolia Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Magnolia Wealth Management, LLC with notifications on news.