Ml & R Wealth Management LLC Ishares Core S&P 500 ETF Transaction History
Ml & R Wealth Management LLC
- $435 Million
- Q1 2024
A detailed history of Ml & R Wealth Management LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 3,421 shares of IVV stock, worth $2.32 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
3,421
Previous 4,663
26.64%
Holding current value
$2.32 Million
Previous $2.23 Million
19.26%
% of portfolio
0.41%
Previous 0.5%
Shares
10 transactions
Others Institutions Holding IVV
# of Institutions
4,082Shares Held
748MCall Options Held
4.19MPut Options Held
2.82M-
Black Rock Inc. New York, NY66.4MShares$45.1 Billion0.84% of portfolio
-
Northwestern Mutual Wealth Management CO32.5MShares$22.1 Billion14.88% of portfolio
-
Envestnet Asset Management Inc28.6MShares$19.4 Billion5.91% of portfolio
-
Morgan Stanley New York, NY24.8MShares$16.8 Billion1.04% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$16.2 Billion1.05% of portfolio