Summit Investment Advisory Services, LLC Ishares Core S&P 500 ETF Transaction History
Summit Investment Advisory Services, LLC
- $204 Billion
- Q1 2025
A detailed history of Summit Investment Advisory Services, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 1,359 shares of IVV stock, worth $810,860. This represents 0.37% of its overall portfolio holdings.
Number of Shares
1,359
Previous 1,477
7.99%
Holding current value
$810,860
Previous $869 Million
12.15%
% of portfolio
0.37%
Previous 0.45%
Shares
9 transactions
Others Institutions Holding IVV
# of Institutions
3,927Shares Held
821MCall Options Held
15.3MPut Options Held
4M-
Black Rock Inc. New York, NY66.4MShares$39.6 Billion0.84% of portfolio
-
Envestnet Asset Management Inc35.7MShares$21.3 Billion6.71% of portfolio
-
Northwestern Mutual Wealth Management CO31.3MShares$18.7 Billion14.5% of portfolio
-
Morgan Stanley New York, NY26.4MShares$15.7 Billion1.09% of portfolio
-
Bank Of America Corp Charlotte, NC25.3MShares$15.1 Billion1.17% of portfolio