Tpg Financial Advisors, LLC Ishares Core S&P 500 ETF Transaction History
Tpg Financial Advisors, LLC
- $189 Million
- Q4 2023
A detailed history of Tpg Financial Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Tpg Financial Advisors, LLC holds 1,568 shares of IVV stock, worth $865,394. This represents 0.4% of its overall portfolio holdings.
Number of Shares
1,568
Previous 1,568
-0.0%
Holding current value
$865,394
Previous $673,000
11.14%
% of portfolio
0.4%
Previous 0.36%
Shares
14 transactions
Others Institutions Holding IVV
# of Institutions
3,249Shares Held
623MCall Options Held
794KPut Options Held
622K-
Black Rock Inc. New York, NY63.6MShares$35.1 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$17.8 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$16.4 Billion5.94% of portfolio
-
Bank Of America Corp Charlotte, NC23.5MShares$13 Billion1.17% of portfolio
-
Creative Planning Overland Park, KS20.6MShares$11.4 Billion12.02% of portfolio