Theory Financial LLC Ishares Core S&P 500 ETF Transaction History
Theory Financial LLC
- $228 Million
- Q1 2025
A detailed history of Theory Financial LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Theory Financial LLC holds 3,019 shares of IVV stock, worth $1.8 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
3,019
Previous 3,344
9.72%
Holding current value
$1.8 Million
Previous $1.97 Million
13.82%
% of portfolio
0.75%
Previous 0.85%
Shares
10 transactions
Others Institutions Holding IVV
# of Institutions
3,916Shares Held
822MCall Options Held
15.3MPut Options Held
4M-
Black Rock Inc. New York, NY66.4MShares$39.5 Billion0.84% of portfolio
-
Envestnet Asset Management Inc35.7MShares$21.3 Billion6.71% of portfolio
-
Northwestern Mutual Wealth Management CO31.3MShares$18.6 Billion14.5% of portfolio
-
Morgan Stanley New York, NY26.4MShares$15.7 Billion1.09% of portfolio
-
Bank Of America Corp Charlotte, NC25.3MShares$15.1 Billion1.17% of portfolio