Mascoma Wealth Management LLC Ishares Core S&P 500 ETF Transaction History
Mascoma Wealth Management LLC
- $400 Million
- Q3 2024
A detailed history of Mascoma Wealth Management LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 104,737 shares of IVV stock, worth $63.6 Million. This represents 15.1% of its overall portfolio holdings.
Number of Shares
104,737
Previous 117,712
11.02%
Holding current value
$63.6 Million
Previous $64.4 Million
6.21%
% of portfolio
15.1%
Previous 17.11%
Shares
24 transactions
Others Institutions Holding IVV
# of Institutions
3,614Shares Held
710MCall Options Held
1.44MPut Options Held
1.11M-
Black Rock Inc. New York, NY66.4MShares$40.3 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$21 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.8 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15.3 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$15.1 Billion1.06% of portfolio