Taylor & Morgan Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History
Taylor & Morgan Wealth Management, LLC
- $138 Million
- Q4 2024
A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 28,080 shares of IVV stock, worth $17.2 Million. This represents 11.97% of its overall portfolio holdings.
Number of Shares
28,080
Previous 28,378
1.05%
Holding current value
$17.2 Million
Previous $16.4 Million
0.99%
% of portfolio
11.97%
Previous 11.21%
Shares
13 transactions
Others Institutions Holding IVV
# of Institutions
3,789Shares Held
736MCall Options Held
1.58MPut Options Held
1.53M-
Black Rock Inc. New York, NY66.4MShares$40.7 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$20.5 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$18.7 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$17.1 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$14.5 Billion17.72% of portfolio