Mbe Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History
Mbe Wealth Management, LLC
- $157 Million
- Q1 2024
A detailed history of Mbe Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 16,752 shares of IVV stock, worth $8.88 Million. This represents 5.62% of its overall portfolio holdings.
Number of Shares
16,752
Previous 82,200
79.62%
Holding current value
$8.88 Million
Previous $39.3 Million
77.57%
% of portfolio
5.62%
Previous 20.38%
Shares
18 transactions
Others Institutions Holding IVV
# of Institutions
3,244Shares Held
624MCall Options Held
794KPut Options Held
622K-
Black Rock Inc. New York, NY63.6MShares$33.7 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$17.1 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$15.8 Billion5.94% of portfolio
-
Bank Of America Corp Charlotte, NC23.5MShares$12.5 Billion1.17% of portfolio
-
Creative Planning Overland Park, KS20.6MShares$10.9 Billion12.02% of portfolio