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 $1.96 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
3,421
Previous 4,663
26.64%
Holding current value
$1.96 Million
Previous $2.23 Million
19.26%
% of portfolio
0.41%
Previous 0.5%
Shares
10 transactions
Others Institutions Holding IVV
# of Institutions
3,326Shares Held
659MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$38.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$20.7 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16.3 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