Moss Adams Wealth Advisors LLC Ishares Core S&P 500 ETF Transaction History
Moss Adams Wealth Advisors LLC
- $950 Billion
- Q1 2025
A detailed history of Moss Adams Wealth Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 3,146 shares of IVV stock, worth $1.86 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
3,146
Previous 2,441
28.88%
Holding current value
$1.86 Million
Previous $1.44 Billion
23.01%
% of portfolio
0.19%
Previous 0.15%
Shares
9 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$39.3 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$15 Billion1.17% of portfolio