Paces Ferry Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History
Paces Ferry Wealth Advisors, LLC
- $156 Million
- Q1 2024
A detailed history of Paces Ferry Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Paces Ferry Wealth Advisors, LLC holds 7,491 shares of IVV stock, worth $4.1 Million. This represents 2.53% of its overall portfolio holdings.
Number of Shares
7,491
Previous 8,574
12.63%
Holding current value
$4.1 Million
Previous $4.1 Million
3.83%
% of portfolio
2.53%
Previous 2.85%
Shares
15 transactions
Others Institutions Holding IVV
# of Institutions
3,247Shares Held
624MCall Options Held
794KPut Options Held
622K-
Black Rock Inc. New York, NY63.6MShares$34.8 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$17.7 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$16.3 Billion5.94% of portfolio
-
Bank Of America Corp Charlotte, NC23.5MShares$12.9 Billion1.17% of portfolio
-
Creative Planning Overland Park, KS20.6MShares$11.3 Billion12.02% of portfolio