Shared Vision Wealth Group LLC Ishares Core S&P 500 ETF Transaction History
Shared Vision Wealth Group LLC
- $172 Billion
- Q2 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 46,445 shares of IVV stock, worth $26.6 Million. This represents 14.79% of its overall portfolio holdings.
Number of Shares
46,445
Previous 55,415
16.19%
Holding current value
$26.6 Million
Previous $29.1 Billion
12.76%
% of portfolio
14.79%
Previous 18.19%
Shares
3 transactions
Others Institutions Holding IVV
# of Institutions
3,390Shares Held
671MCall Options Held
714KPut Options Held
952K-
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