Melfa Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History
Melfa Wealth Management, LLC
- $143 Billion
- Q2 2024
A detailed history of Melfa Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 5,042 shares of IVV stock, worth $2.88 Million. This represents 1.93% of its overall portfolio holdings.
Number of Shares
5,042
Previous 4,798
5.09%
Holding current value
$2.88 Million
Previous $2.52 Billion
9.38%
% of portfolio
1.93%
Previous 1.82%
Shares
2 transactions
Others Institutions Holding IVV
# of Institutions
3,324Shares Held
659MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$38 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$20.6 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16.2 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.9 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.5 Billion0.94% of portfolio