Mc Naughton Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History
Mc Naughton Wealth Management, LLC
- $180 Million
- Q1 2024
A detailed history of Mc Naughton Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 24,491 shares of IVV stock, worth $13.6 Million. This represents 7.14% of its overall portfolio holdings.
Number of Shares
24,491
Previous 24,473
0.07%
Holding current value
$13.6 Million
Previous $11.7 Million
10.15%
% of portfolio
7.14%
Previous 6.92%
Shares
17 transactions
Others Institutions Holding IVV
# of Institutions
3,250Shares Held
623MCall Options Held
794KPut Options Held
622K-
Black Rock Inc. New York, NY63.6MShares$35.3 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$17.9 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$16.5 Billion5.94% of portfolio
-
Bank Of America Corp Charlotte, NC23.5MShares$13 Billion1.17% of portfolio
-
Creative Planning Overland Park, KS20.6MShares$11.4 Billion12.02% of portfolio