Summit Asset Management, LLC Ishares Core S&P 500 ETF Transaction History
Summit Asset Management, LLC
- $841 Million
- Q1 2024
A detailed history of Summit Asset Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Summit Asset Management, LLC holds 16,022 shares of IVV stock, worth $8.84 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
16,022
Previous 4,933
224.79%
Holding current value
$8.84 Million
Previous $2.36 Million
257.51%
% of portfolio
1.0%
Previous 0.32%
Shares
22 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