Shepherd Financial Partners LLC Ishares Core S&P 500 ETF Transaction History
Shepherd Financial Partners LLC
- $761 Million
- Q1 2024
A detailed history of Shepherd Financial Partners LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 25,318 shares of IVV stock, worth $14 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
25,318
Previous 24,750
2.29%
Holding current value
$14 Million
Previous $11.8 Million
12.6%
% of portfolio
1.75%
Previous 1.69%
Shares
27 transactions
Others Institutions Holding IVV
# of Institutions
3,249Shares Held
623MCall Options Held
794KPut Options Held
622K-
Black Rock Inc. New York, NY63.6MShares$35.1 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$17.8 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$16.4 Billion5.94% of portfolio
-
Bank Of America Corp Charlotte, NC23.5MShares$13 Billion1.17% of portfolio
-
Creative Planning Overland Park, KS20.6MShares$11.4 Billion12.02% of portfolio