Stone Crest Wealth Management, Inc. Ishares Core S&P 500 ETF Transaction History
Stone Crest Wealth Management, Inc.
- $116 Billion
- Q1 2024
A detailed history of Stone Crest Wealth Management, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Stone Crest Wealth Management, Inc. holds 5,106 shares of IVV stock, worth $2.82 Million. This represents 2.32% of its overall portfolio holdings.
Number of Shares
5,106
Previous 5,308
3.81%
Holding current value
$2.82 Million
Previous $2.54 Billion
5.88%
% of portfolio
2.32%
Previous 2.43%
Shares
2 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