Steel Peak Wealth Management LLC Ishares Core S&P 500 ETF Transaction History
Steel Peak Wealth Management LLC
- $2.41 Billion
- Q4 2024
A detailed history of Steel Peak Wealth Management LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 139,144 shares of IVV stock, worth $80.5 Million. This represents 3.39% of its overall portfolio holdings.
Number of Shares
139,144
Previous 132,305
5.17%
Holding current value
$80.5 Million
Previous $76.3 Million
7.33%
% of portfolio
3.39%
Previous 3.4%
Shares
21 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