New England Guild Wealth Advisors, Inc. Ishares Core S&P 500 ETF Transaction History
New England Guild Wealth Advisors, Inc.
- $190 Million
- Q4 2022
A detailed history of New England Guild Wealth Advisors, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, New England Guild Wealth Advisors, Inc. holds 11,186 shares of IVV stock, worth $6.24 Million. This represents 2.27% of its overall portfolio holdings.
Number of Shares
11,186
Previous 11,657
4.04%
Holding current value
$6.24 Million
Previous $4.18 Million
2.8%
% of portfolio
2.27%
Previous 2.53%
Shares
21 transactions
Others Institutions Holding IVV
# of Institutions
3,251Shares Held
623MCall Options Held
796KPut Options Held
612K-
Black Rock Inc. New York, NY63.6MShares$35.5 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$18 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$16.6 Billion5.94% of portfolio
-
Bank Of America Corp Charlotte, NC23.5MShares$13.1 Billion1.17% of portfolio
-
Creative Planning Overland Park, KS20.6MShares$11.5 Billion12.02% of portfolio