Planwiser Financial, LLC Ishares Core S&P 500 ETF Transaction History
Planwiser Financial, LLC
- $110 Billion
- Q1 2025
A detailed history of Planwiser Financial, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Planwiser Financial, LLC holds 18,601 shares of IVV stock, worth $10.4 Million. This represents 9.5% of its overall portfolio holdings.
Number of Shares
18,601Holding current value
$10.4 Million% of portfolio
9.5%Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
3,909Shares Held
762MCall Options Held
1.95MPut Options Held
2.3M-
Black Rock Inc. New York, NY66.4MShares$37 Billion0.84% of portfolio
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Envestnet Asset Management Inc35.7MShares$19.9 Billion6.71% of portfolio
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Northwestern Mutual Wealth Management CO30.5MShares$17 Billion15.25% of portfolio
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Morgan Stanley New York, NY27.9MShares$15.6 Billion1.18% of portfolio
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Marshall Wace, LLP London, X023.6MShares$13.2 Billion17.72% of portfolio