Ridgecrest Wealth Partners, LLC Ishares Core S&P 500 ETF Transaction History
Ridgecrest Wealth Partners, LLC
- $190 Million
- Q1 2025
A detailed history of Ridgecrest Wealth Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 11,083 shares of IVV stock, worth $6.13 Million. This represents 3.28% of its overall portfolio holdings.
Number of Shares
11,083
Previous 11,164
0.73%
Holding current value
$6.13 Million
Previous $6.57 Million
5.25%
% of portfolio
3.28%
Previous 3.59%
Shares
17 transactions
Others Institutions Holding IVV
# of Institutions
3,890Shares Held
760MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$36.7 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$18.6 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$16.9 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$15.4 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$13.1 Billion17.72% of portfolio