Michael A. Dubis Financial Planning, LLC Ishares Core S&P 500 ETF Transaction History
Michael A. Dubis Financial Planning, LLC
- $101 Million
- Q1 2025
A detailed history of Michael A. Dubis Financial Planning, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 1,137 shares of IVV stock, worth $767,827. This represents 0.63% of its overall portfolio holdings.
Number of Shares
1,137
Previous 1,137
-0.0%
Holding current value
$767,827
Previous $669,000
5.23%
% of portfolio
0.63%
Previous 0.65%
Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
4,137Shares Held
789MCall Options Held
3.41MPut Options Held
2.27M-
Black Rock Inc. New York, NY66.4MShares$44.8 Billion0.84% of portfolio
-
Northwestern Mutual Wealth Management CO33.4MShares$22.6 Billion15.18% of portfolio
-
Envestnet Asset Management Inc28.6MShares$19.3 Billion5.91% of portfolio
-
Marshall Wace, LLP London, X027.5MShares$18.6 Billion20.28% of portfolio
-
Morgan Stanley New York, NY24.3MShares$16.4 Billion1.02% of portfolio