Opes Wealth Management LLC Ishares Core S&P 500 ETF Transaction History
Opes Wealth Management LLC
- $514 Million
- Q3 2024
A detailed history of Opes Wealth Management LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Opes Wealth Management LLC holds 406 shares of IVV stock, worth $245,126. This represents 0.05% of its overall portfolio holdings.
Number of Shares
406
Previous 406
-0.0%
Holding current value
$245,126
Previous $222,000
5.41%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IVV
# of Institutions
3,445Shares Held
687MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$40.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.9 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.7 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15.2 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$15.1 Billion1.06% of portfolio