North Berkeley Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History
North Berkeley Wealth Management, LLC
- $98.5 Billion
- Q4 2024
A detailed history of North Berkeley Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, North Berkeley Wealth Management, LLC holds 3,963 shares of IVV stock, worth $2.19 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
3,963Holding current value
$2.19 Million% of portfolio
2.37%Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
3,890Shares Held
760MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$36.7 Billion0.84% of portfolio
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Envestnet Asset Management Inc33.5MShares$18.6 Billion6.55% of portfolio
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Northwestern Mutual Wealth Management CO30.5MShares$16.9 Billion15.25% of portfolio
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Morgan Stanley New York, NY27.9MShares$15.4 Billion1.18% of portfolio
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Marshall Wace, LLP London, X023.6MShares$13.1 Billion17.72% of portfolio