Summit Trail Advisors, LLC Ishares Core S&P 500 ETF Transaction History
Summit Trail Advisors, LLC
- $3.71 Billion
- Q1 2024
A detailed history of Summit Trail Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 12,358 shares of IVV stock, worth $6.77 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
12,358
Previous 11,891
3.93%
Holding current value
$6.77 Million
Previous $5.68 Million
14.39%
% of portfolio
0.18%
Previous 0.19%
Shares
26 transactions
Others Institutions Holding IVV
# of Institutions
3,246Shares Held
623MCall Options Held
794KPut Options Held
622K-
Black Rock Inc. New York, NY63.6MShares$34.9 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$17.7 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$16.3 Billion5.94% of portfolio
-
Bank Of America Corp Charlotte, NC23.5MShares$12.9 Billion1.17% of portfolio
-
Creative Planning Overland Park, KS20.6MShares$11.3 Billion12.02% of portfolio