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 $2.37 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
3,963Holding current value
$2.37 Million% of portfolio
2.37%Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
3,923Shares Held
821MCall Options Held
15.3MPut Options Held
4M-
Black Rock Inc. New York, NY66.4MShares$39.8 Billion0.84% of portfolio
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Envestnet Asset Management Inc35.7MShares$21.4 Billion6.71% of portfolio
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Northwestern Mutual Wealth Management CO31.3MShares$18.7 Billion14.5% of portfolio
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Morgan Stanley New York, NY26.4MShares$15.8 Billion1.09% of portfolio
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Bank Of America Corp Charlotte, NC25.3MShares$15.2 Billion1.17% of portfolio