Schrum Private Wealth Management LLC Ishares Core S&P 500 ETF Transaction History
Schrum Private Wealth Management LLC
- $111 Million
- Q2 2024
A detailed history of Schrum Private Wealth Management LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 3,827 shares of IVV stock, worth $2.2 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
3,827
Previous 2,814
36.0%
Holding current value
$2.2 Million
Previous $1.48 Million
41.58%
% of portfolio
1.89%
Previous 1.35%
Shares
11 transactions
Others Institutions Holding IVV
# of Institutions
3,326Shares Held
659MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$38.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$20.7 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16.3 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.9 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.5 Billion0.94% of portfolio