Switch Point Financial Planning, LLC Ishares Core S&P 500 ETF Transaction History
Switch Point Financial Planning, LLC
- $122 Billion
- Q2 2025
A detailed history of Switch Point Financial Planning, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 1,785 shares of IVV stock, worth $1.14 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
1,785
Previous 600
197.5%
Holding current value
$1.14 Million
Previous $337 Million
228.74%
% of portfolio
0.91%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding IVV
# of Institutions
3,984Shares Held
799MCall Options Held
5.37MPut Options Held
2M-
Black Rock Inc. New York, NY66.4MShares$42.5 Billion0.84% of portfolio
-
Northwestern Mutual Wealth Management CO31.3MShares$20 Billion14.5% of portfolio
-
Envestnet Asset Management Inc28.4MShares$18.2 Billion5.4% of portfolio
-
Morgan Stanley New York, NY26.4MShares$16.9 Billion1.09% of portfolio
-
Bank Of America Corp Charlotte, NC25.3MShares$16.2 Billion1.17% of portfolio