Oregon Pacific Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History
Oregon Pacific Wealth Management, LLC
- $102 Billion
- Q4 2024
A detailed history of Oregon Pacific Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 4,118 shares of IVV stock, worth $2.52 Million. This represents 2.38% of its overall portfolio holdings.
Number of Shares
4,118Holding current value
$2.52 Million% of portfolio
2.38%Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
3,525Shares Held
688MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$40.6 Billion0.84% of portfolio
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Envestnet Asset Management Inc34.6MShares$21.2 Billion6.62% of portfolio
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Northwestern Mutual Wealth Management CO29.3MShares$17.9 Billion15.08% of portfolio
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Bank Of America Corp Charlotte, NC25.2MShares$15.4 Billion1.23% of portfolio
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Morgan Stanley New York, NY24.9MShares$15.2 Billion1.06% of portfolio