Private Wealth Asset Management, LLC Ishares Core S&P 500 ETF Transaction History
Private Wealth Asset Management, LLC
- $800 Million
- Q3 2025
A detailed history of Private Wealth Asset Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 137,186 shares of IVV stock, worth $92.6 Million. This represents 11.47% of its overall portfolio holdings.
Number of Shares
137,186
Previous 67,300
103.84%
Holding current value
$92.6 Million
Previous $41.8 Billion
99.78%
% of portfolio
11.47%
Previous 5.55%
Shares
3 transactions
Others Institutions Holding IVV
# of Institutions
4,136Shares Held
789MCall Options Held
3.41MPut Options Held
2.27M-
Black Rock Inc. New York, NY66.4MShares$44.8 Billion0.84% of portfolio
-
Northwestern Mutual Wealth Management CO33.4MShares$22.6 Billion15.18% of portfolio
-
Envestnet Asset Management Inc28.6MShares$19.3 Billion5.91% of portfolio
-
Marshall Wace, LLP London, X027.5MShares$18.6 Billion20.28% of portfolio
-
Morgan Stanley New York, NY24.3MShares$16.4 Billion1.02% of portfolio