Paradigm, Strategies In Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History

Paradigm, Strategies In Wealth Management, LLC

$153 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 15, 2021	SELL	$426.8 - $455.27 $49,935 - $53,266	-117 Closed	0 $0
Q1 2021 Apr 29, 2021	BUY	$370.22 - $398.75 $43,315 - $46,653	117 New	117 $47,000

Others Institutions Holding IVV

# of Institutions

3,445

Shares Held

687M

Call Options Held

1.45M

Put Options Held

1.1M

Black Rock Inc. New York, NY

66.4M
Shares

$40.2 Billion
0.84% of portfolio
Envestnet Asset Management Inc

34.6M
Shares

$21 Billion
6.62% of portfolio
Northwestern Mutual Wealth Management CO

29.3M
Shares

$17.7 Billion
15.08% of portfolio
Bank Of America Corp Charlotte, NC

25.2M
Shares

$15.3 Billion
1.23% of portfolio
Morgan Stanley New York, NY

24.9M
Shares

$15.1 Billion
1.06% of portfolio

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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