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 $22 Million. This represents 14.3% of its overall portfolio holdings.
Number of Shares
40,191
Previous 32,360
24.2%
Holding current value
$22 Million
Previous $17 Million
29.28%
% of portfolio
14.3%
Previous 11.99%
Shares
10 transactions
Others Institutions Holding IVV
# of Institutions
3,263Shares Held
621MCall Options Held
796KPut Options Held
612K-
Black Rock Inc. New York, NY63.6MShares$34.9 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$17.7 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$16.3 Billion5.94% of portfolio
-
Bank Of America Corp Charlotte, NC23.5MShares$12.9 Billion1.17% of portfolio
-
Creative Planning Overland Park, KS20.6MShares$11.3 Billion12.02% of portfolio