Olio Financial Planning Ishares Core S&P 500 ETF Transaction History
Olio Financial Planning
- $284 Million
- Q4 2024
A detailed history of Olio Financial Planning transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Olio Financial Planning holds 749 shares of IVV stock, worth $433,378. This represents 0.15% of its overall portfolio holdings.
Number of Shares
749
Previous 918
18.41%
Holding current value
$433,378
Previous $529,000
16.82%
% of portfolio
0.15%
Previous 0.2%
Shares
7 transactions
Others Institutions Holding IVV
# of Institutions
3,859Shares Held
761MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$38.4 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$19.4 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$17.7 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$16.1 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$13.7 Billion17.72% of portfolio