Marshall & Sterling Wealth Advisors Inc. Ishares Core S&P 500 ETF Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $147 Billion
- Q1 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 37 shares of IVV stock, worth $22,160. This represents 0.01% of its overall portfolio holdings.
Number of Shares
37
Previous 37
-0.0%
Holding current value
$22,160
Previous $21.8 Million
4.55%
% of portfolio
0.01%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
3,926Shares Held
821MCall Options Held
15.3MPut Options Held
4M-
Black Rock Inc. New York, NY66.4MShares$39.8 Billion0.84% of portfolio
-
Envestnet Asset Management Inc35.7MShares$21.4 Billion6.71% of portfolio
-
Northwestern Mutual Wealth Management CO31.3MShares$18.7 Billion14.5% of portfolio
-
Morgan Stanley New York, NY26.4MShares$15.8 Billion1.09% of portfolio
-
Bank Of America Corp Charlotte, NC25.3MShares$15.2 Billion1.17% of portfolio