Meritas Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History
Meritas Wealth Management, LLC
- $142 Billion
- Q2 2024
A detailed history of Meritas Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 1,590 shares of IVV stock, worth $893,214. This represents 0.61% of its overall portfolio holdings.
Number of Shares
1,590
Previous 1,612
1.36%
Holding current value
$893,214
Previous $847 Million
2.67%
% of portfolio
0.61%
Previous 0.59%
Shares
7 transactions
Others Institutions Holding IVV
# of Institutions
3,313Shares Held
658MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$37.3 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$20.3 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$15.9 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.6 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.2 Billion0.94% of portfolio