Portland Financial Advisors Inc Ishares Core S&P 500 ETF Transaction History
Portland Financial Advisors Inc
- $39.1 Billion
- Q1 2025
A detailed history of Portland Financial Advisors Inc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Portland Financial Advisors Inc holds 1,498 shares of IVV stock, worth $929,763. This represents 2.15% of its overall portfolio holdings.
Number of Shares
1,498
Previous 1,498
-0.0%
Holding current value
$929,763
Previous $882 Million
4.55%
% of portfolio
2.15%
Previous 2.37%
Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
3,946Shares Held
815MCall Options Held
15.3MPut Options Held
4M-
Black Rock Inc. New York, NY66.4MShares$41.2 Billion0.84% of portfolio
-
Envestnet Asset Management Inc35.7MShares$22.2 Billion6.71% of portfolio
-
Northwestern Mutual Wealth Management CO31.3MShares$19.4 Billion14.5% of portfolio
-
Morgan Stanley New York, NY26.4MShares$16.4 Billion1.09% of portfolio
-
Bank Of America Corp Charlotte, NC25.3MShares$15.7 Billion1.17% of portfolio