Montis Financial, LLC Ishares Core S&P 500 ETF Transaction History
Montis Financial, LLC
- $322 Million
- Q4 2024
A detailed history of Montis Financial, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Montis Financial, LLC holds 18,768 shares of IVV stock, worth $11.1 Million. This represents 3.43% of its overall portfolio holdings.
Number of Shares
18,768
Previous 12,926
45.2%
Holding current value
$11.1 Million
Previous $7.46 Million
48.2%
% of portfolio
3.43%
Previous 2.66%
Shares
5 transactions
Others Institutions Holding IVV
# of Institutions
3,849Shares Held
761MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$39.4 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$19.9 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$18.1 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$16.6 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$14 Billion17.72% of portfolio