National Wealth Management Group, LLC Ishares Core S&P 500 ETF Transaction History
National Wealth Management Group, LLC
- $150 Billion
- Q4 2024
A detailed history of National Wealth Management Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, National Wealth Management Group, LLC holds 12,010 shares of IVV stock, worth $7.13 Million. This represents 4.71% of its overall portfolio holdings.
Number of Shares
12,010
Previous 10,917
10.01%
Holding current value
$7.13 Million
Previous $6.3 Billion
12.27%
% of portfolio
4.71%
Previous 4.27%
Shares
13 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