Roger Wittlin Investment Advisory, LLC Ishares Core S&P 500 ETF Transaction History
Roger Wittlin Investment Advisory, LLC
- $154 Million
- Q2 2024
A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 40,191 shares of IVV stock, worth $23.3 Million. This represents 14.3% of its overall portfolio holdings.
Number of Shares
40,191
Previous 32,360
24.2%
Holding current value
$23.3 Million
Previous $17 Million
29.28%
% of portfolio
14.3%
Previous 11.99%
Shares
10 transactions
Others Institutions Holding IVV
# of Institutions
3,391Shares Held
670MCall Options Held
714KPut Options Held
952K-
Black Rock Inc. New York, NY66.4MShares$38.5 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.1 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16.4 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$13 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.6 Billion0.94% of portfolio