Navis Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History
Navis Wealth Advisors, LLC
- $89.6 Million
- Q4 2024
A detailed history of Navis Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 901 shares of IVV stock, worth $535,212. This represents 0.59% of its overall portfolio holdings.
Number of Shares
901
Previous 885
1.81%
Holding current value
$535,212
Previous $510,000
3.92%
% of portfolio
0.59%
Previous 0.56%
Shares
16 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