Sfg Wealth Management, Llc. Ishares Core S&P 500 ETF Transaction History
Sfg Wealth Management, Llc.
- $168 Million
- Q2 2024
A detailed history of Sfg Wealth Management, Llc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 785 shares of IVV stock, worth $450,432. This represents 0.26% of its overall portfolio holdings.
Number of Shares
785
Previous 727
7.98%
Holding current value
$450,432
Previous $382,000
12.3%
% of portfolio
0.26%
Previous 0.23%
Shares
11 transactions
Others Institutions Holding IVV
# of Institutions
3,324Shares 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