Panoramic Investment Advisors, LLC Ishares Core S&P 500 ETF Transaction History
Panoramic Investment Advisors, LLC
- $136 Billion
- Q1 2024
A detailed history of Panoramic Investment Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 3,906 shares of IVV stock, worth $2.24 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
3,906
Previous 3,719
5.03%
Holding current value
$2.24 Million
Previous $1.78 Billion
15.59%
% of portfolio
1.51%
Previous 1.54%
Shares
4 transactions
Others Institutions Holding IVV
# of Institutions
3,326Shares Held
659MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$38.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$20.7 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16.3 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.9 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.5 Billion0.94% of portfolio