New Edge Wealth, LLC Ishares Core S&P 500 ETF Transaction History
New Edge Wealth, LLC
- $5.41 Billion
- Q3 2024
A detailed history of New Edge Wealth, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, New Edge Wealth, LLC holds 12,717 shares of IVV stock, worth $7.48 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
12,717
Previous 11,013
15.47%
Holding current value
$7.48 Million
Previous $6.03 Million
21.72%
% of portfolio
0.14%
Previous 0.13%
Shares
12 transactions
Others Institutions Holding IVV
# of Institutions
3,435Shares Held
686MCall Options Held
877KPut Options Held
735K-
Black Rock Inc. New York, NY66.4MShares$39.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.4 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.2 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$14.8 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$14.7 Billion1.06% of portfolio