Summit Financial Strategies, Inc. Ishares Core S&P 500 ETF Transaction History
Summit Financial Strategies, Inc.
- $749 Million
- Q2 2024
A detailed history of Summit Financial Strategies, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 130,672 shares of IVV stock, worth $75 Million. This represents 9.54% of its overall portfolio holdings.
Number of Shares
130,672
Previous 135,570
3.61%
Holding current value
$75 Million
Previous $71.3 Million
0.33%
% of portfolio
9.54%
Previous 10.5%
Shares
28 transactions
Others Institutions Holding IVV
# of Institutions
3,328Shares Held
659MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$38.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$20.7 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16.3 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.9 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.5 Billion0.94% of portfolio