Mount Yale Investment Advisors, LLC Ishares Core S&P 500 ETF Transaction History
Mount Yale Investment Advisors, LLC
- $1.03 Billion
- Q3 2024
A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 61,792 shares of IVV stock, worth $36.9 Million. This represents 3.47% of its overall portfolio holdings.
Number of Shares
61,792
Previous 64,598
4.34%
Holding current value
$36.9 Million
Previous $35.3 Million
0.83%
% of portfolio
3.47%
Previous 2.83%
Shares
27 transactions
Others Institutions Holding IVV
# of Institutions
3,449Shares Held
686MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$39.7 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.7 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.5 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15.1 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$14.9 Billion1.06% of portfolio