Olio Financial Planning Ishares Core S&P 500 ETF Transaction History
Olio Financial Planning
- $250 Million
- Q2 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 918 shares of IVV stock, worth $507,250. This represents 0.2% of its overall portfolio holdings.
Number of Shares
918
Previous 918
-0.0%
Holding current value
$507,250
Previous $482,000
4.15%
% of portfolio
0.2%
Previous 0.19%
Shares
6 transactions
Others Institutions Holding IVV
# of Institutions
3,320Shares Held
658MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$36.7 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$19.9 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$15.7 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.4 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12 Billion0.94% of portfolio