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 $2.02 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
3,421
Previous 4,663
26.64%
Holding current value
$2.02 Million
Previous $2.23 Million
19.26%
% of portfolio
0.41%
Previous 0.5%
Shares
10 transactions
Others Institutions Holding IVV
# of Institutions
3,922Shares Held
821MCall Options Held
15.3MPut Options Held
4M-
Black Rock Inc. New York, NY66.4MShares$39.2 Billion0.84% of portfolio
-
Envestnet Asset Management Inc35.7MShares$21.1 Billion6.71% of portfolio
-
Northwestern Mutual Wealth Management CO31.3MShares$18.5 Billion14.5% of portfolio
-
Morgan Stanley New York, NY26.4MShares$15.6 Billion1.09% of portfolio
-
Bank Of America Corp Charlotte, NC25.3MShares$14.9 Billion1.17% of portfolio