Sheets Smith Wealth Management Ishares Core S&P 500 ETF Transaction History
Sheets Smith Wealth Management
- $828 Million
- Q2 2024
A detailed history of Sheets Smith Wealth Management transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Sheets Smith Wealth Management holds 54,218 shares of IVV stock, worth $30.6 Million. This represents 3.58% of its overall portfolio holdings.
Number of Shares
54,218
Previous 52,938
2.42%
Holding current value
$30.6 Million
Previous $27.8 Million
6.6%
% of portfolio
3.58%
Previous 3.15%
Shares
29 transactions
Others Institutions Holding IVV
# of Institutions
3,323Shares Held
658MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$37.5 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$20.4 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.7 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.3 Billion0.94% of portfolio