Schwallier Wealth Management LLC Ishares Core S&P 500 ETF Transaction History
Schwallier Wealth Management LLC
- $164 Billion
- Q2 2025
A detailed history of Schwallier Wealth Management LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 405 shares of IVV stock, worth $268,911. This represents 0.15% of its overall portfolio holdings.
Number of Shares
405Holding current value
$268,911% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
4,057Shares Held
743MCall Options Held
4.19MPut Options Held
2.82M-
Black Rock Inc. New York, NY66.4MShares$44.1 Billion0.84% of portfolio
-
Northwestern Mutual Wealth Management CO32.5MShares$21.6 Billion14.88% of portfolio
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Envestnet Asset Management Inc28.4MShares$18.8 Billion5.4% of portfolio
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Morgan Stanley New York, NY24.8MShares$16.4 Billion1.04% of portfolio
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Jpmorgan Chase & CO New York, NY23.9MShares$15.9 Billion1.05% of portfolio