Shelton Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History
Shelton Wealth Management, LLC
- $213 Million
- Q3 2025
A detailed history of Shelton Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 357 shares of IVV stock, worth $237,040. This represents 0.11% of its overall portfolio holdings.
Number of Shares
357Holding current value
$237,040% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
4,078Shares Held
745MCall 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