Meritas Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History
Meritas Wealth Management, LLC
- $171 Billion
- Q1 2025
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 1,488 shares of IVV stock, worth $886,282. This represents 0.49% of its overall portfolio holdings.
Number of Shares
1,488
Previous 1,496
0.53%
Holding current value
$886,282
Previous $881 Million
5.06%
% of portfolio
0.49%
Previous 0.53%
Shares
9 transactions
Others Institutions Holding IVV
# of Institutions
3,916Shares Held
822MCall Options Held
15.3MPut Options Held
4M-
Black Rock Inc. New York, NY66.4MShares$39.5 Billion0.84% of portfolio
-
Envestnet Asset Management Inc35.7MShares$21.3 Billion6.71% of portfolio
-
Northwestern Mutual Wealth Management CO31.3MShares$18.6 Billion14.5% of portfolio
-
Morgan Stanley New York, NY26.4MShares$15.7 Billion1.09% of portfolio
-
Bank Of America Corp Charlotte, NC25.3MShares$15.1 Billion1.17% of portfolio