Sja Financial Advisory, LLC Ishares Core S&P 500 ETF Transaction History
Sja Financial Advisory, LLC
- $136 Million
- Q1 2024
A detailed history of Sja Financial Advisory, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Sja Financial Advisory, LLC holds 27,333 shares of IVV stock, worth $15.2 Million. This represents 10.54% of its overall portfolio holdings.
Number of Shares
27,333
Previous 27,995
2.36%
Holding current value
$15.2 Million
Previous $13.4 Million
7.46%
% of portfolio
10.54%
Previous 10.38%
Shares
26 transactions
Others Institutions Holding IVV
# of Institutions
3,251Shares Held
623MCall Options Held
794KPut Options Held
622K-
Black Rock Inc. New York, NY63.6MShares$35.5 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$18 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$16.6 Billion5.94% of portfolio
-
Bank Of America Corp Charlotte, NC23.5MShares$13.1 Billion1.17% of portfolio
-
Creative Planning Overland Park, KS20.6MShares$11.5 Billion12.02% of portfolio