Surevest, LLC Ishares Core S&P 500 ETF Transaction History

Surevest, LLC

$368 Million
Q3 2022

A detailed history of Surevest, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Surevest, LLC holds 119 shares of IVV stock, worth $68,314. This represents 0.01% of its overall portfolio holdings.

Number of Shares

119

Previous 119 -0.0%

Holding current value

$68,314

Previous $45,000 4.44%

% of portfolio

0.01%

Previous 0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	BUY	$430.29 - $479.53 $51,204 - $57,064	119 New	119 $57,000

Others Institutions Holding IVV

# of Institutions

3,325

Shares Held

659M

Call Options Held

715K

Put Options Held

951K

Black Rock Inc. New York, NY

66.4M
Shares

$38.1 Billion
0.84% of portfolio
Envestnet Asset Management Inc

36M
Shares

$20.7 Billion
7.01% of portfolio
Northwestern Mutual Wealth Management CO

28.4M
Shares

$16.3 Billion
15.33% of portfolio
Marshall Wace, LLP London, X0

22.5M
Shares

$12.9 Billion
17.06% of portfolio
Morgan Stanley New York, NY

21.8M
Shares

$12.5 Billion
0.94% of portfolio

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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