Talisman Wealth Advisors LLC Ishares Core S&P 500 ETF Transaction History
Talisman Wealth Advisors LLC
- $86.2 Million
- Q2 2024
A detailed history of Talisman Wealth Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 1,685 shares of IVV stock, worth $915,578. This represents 1.07% of its overall portfolio holdings.
Number of Shares
1,685
Previous 1,695
0.59%
Holding current value
$915,578
Previous $891,000
3.48%
% of portfolio
1.07%
Previous 1.12%
Shares
7 transactions
Others Institutions Holding IVV
# of Institutions
3,320Shares Held
658MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$36.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$19.6 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$15.4 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.2 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$11.8 Billion0.94% of portfolio