Mc Alister, Sweet & Associates, Inc. Ishares Core S&P 500 ETF Transaction History
Mc Alister, Sweet & Associates, Inc.
- $94.8 Million
- Q2 2025
A detailed history of Mc Alister, Sweet & Associates, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Mc Alister, Sweet & Associates, Inc. holds 5,017 shares of IVV stock, worth $3.11 Million. This represents 3.29% of its overall portfolio holdings.
Number of Shares
5,017
Previous 74,349
93.25%
Holding current value
$3.11 Million
Previous $41.5 Million
92.49%
% of portfolio
3.29%
Previous 32.32%
Shares
14 transactions
Others Institutions Holding IVV
# of Institutions
3,939Shares Held
820MCall Options Held
15.3MPut Options Held
4M-
Black Rock Inc. New York, NY66.4MShares$41.2 Billion0.84% of portfolio
-
Envestnet Asset Management Inc35.7MShares$22.2 Billion6.71% of portfolio
-
Northwestern Mutual Wealth Management CO31.3MShares$19.4 Billion14.5% of portfolio
-
Morgan Stanley New York, NY26.4MShares$16.4 Billion1.09% of portfolio
-
Bank Of America Corp Charlotte, NC25.3MShares$15.7 Billion1.17% of portfolio