Phillips Financial Management, LLC Ishares Core S&P 500 ETF Transaction History
Phillips Financial Management, LLC
- $1.18 Billion
- Q2 2024
A detailed history of Phillips Financial Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Phillips Financial Management, LLC holds 228,386 shares of IVV stock, worth $131 Million. This represents 10.57% of its overall portfolio holdings.
Number of Shares
228,386
Previous 228,943
0.24%
Holding current value
$131 Million
Previous $120 Million
3.84%
% of portfolio
10.57%
Previous 10.08%
Shares
29 transactions
Others Institutions Holding IVV
# of Institutions
3,325Shares 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