Marotta Asset Management Ishares Core S&P 500 ETF Transaction History
Marotta Asset Management
- $527 Million
- Q3 2025
A detailed history of Marotta Asset Management transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Marotta Asset Management holds 571 shares of IVV stock, worth $381,587. This represents 0.07% of its overall portfolio holdings.
Number of Shares
571
Previous 405
40.99%
Holding current value
$381,587
Previous $251,000
52.19%
% of portfolio
0.07%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IVV
# of Institutions
4,041Shares Held
744MCall Options Held
4.19MPut Options Held
2.82M-
Black Rock Inc. New York, NY66.4MShares$44.4 Billion0.84% of portfolio
-
Northwestern Mutual Wealth Management CO32.5MShares$21.7 Billion14.88% of portfolio
-
Envestnet Asset Management Inc28.4MShares$19 Billion5.4% of portfolio
-
Morgan Stanley New York, NY24.8MShares$16.5 Billion1.04% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$16 Billion1.05% of portfolio