Sowell Financial Services LLC Ishares Core S&P 500 ETF Transaction History
Sowell Financial Services LLC
- $1.85 Billion
- Q4 2024
A detailed history of Sowell Financial Services LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Sowell Financial Services LLC holds 78,758 shares of IVV stock, worth $45.6 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
78,758
Previous 94,356
16.53%
Holding current value
$45.6 Million
Previous $54.4 Million
14.81%
% of portfolio
2.5%
Previous 2.6%
Shares
28 transactions
Others Institutions Holding IVV
# of Institutions
3,860Shares Held
761MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$38.4 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$19.4 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$17.7 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$16.1 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$13.7 Billion17.72% of portfolio