Oak Wealth Advisors LLC Ishares Core S&P 500 ETF Transaction History
Oak Wealth Advisors LLC
- $130 Billion
- Q4 2024
A detailed history of Oak Wealth Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 27,322 shares of IVV stock, worth $16.8 Million. This represents 12.37% of its overall portfolio holdings.
Number of Shares
27,322Holding current value
$16.8 Million% of portfolio
12.37%Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
3,818Shares Held
760MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$40.8 Billion0.84% of portfolio
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Envestnet Asset Management Inc33.5MShares$20.6 Billion6.55% of portfolio
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Northwestern Mutual Wealth Management CO30.5MShares$18.8 Billion15.25% of portfolio
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Morgan Stanley New York, NY27.9MShares$17.1 Billion1.18% of portfolio
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Marshall Wace, LLP London, X023.6MShares$14.5 Billion17.72% of portfolio