Sofi Wealth, LLC Ishares Core S&P 500 ETF Transaction History
Sofi Wealth, LLC
- $1.15 Billion
- Q1 2025
A detailed history of Sofi Wealth, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Sofi Wealth, LLC holds 320,156 shares of IVV stock, worth $178 Million. This represents 15.64% of its overall portfolio holdings.
Number of Shares
320,156
Previous 6,362
4932.32%
Holding current value
$178 Million
Previous $3.75 Million
4703.6%
% of portfolio
15.64%
Previous 0.51%
Shares
2 transactions
Others Institutions Holding IVV
# of Institutions
3,896Shares Held
760MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$37 Billion0.84% of portfolio
-
Envestnet Asset Management Inc35.7MShares$19.9 Billion6.71% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$17 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$15.5 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$13.1 Billion17.72% of portfolio