Trademark Financial Management, LLC Ishares Core S&P 500 ETF Transaction History
Trademark Financial Management, LLC
- $121 Billion
- Q1 2024
A detailed history of Trademark Financial Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Trademark Financial Management, LLC holds 29,911 shares of IVV stock, worth $16.5 Million. This represents 13.04% of its overall portfolio holdings.
Number of Shares
29,911
Previous 31,146
3.97%
Holding current value
$16.5 Million
Previous $14.9 Billion
5.71%
% of portfolio
13.04%
Previous 10.92%
Shares
2 transactions
Others Institutions Holding IVV
# of Institutions
3,244Shares Held
623MCall Options Held
794KPut Options Held
612K-
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