United Financial Planning Group LLC Ishares Core S&P 500 ETF Transaction History
United Financial Planning Group LLC
- $159 Billion
- Q3 2025
A detailed history of United Financial Planning Group LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, United Financial Planning Group LLC holds 548 shares of IVV stock, worth $376,015. This represents 0.22% of its overall portfolio holdings.
Number of Shares
548Holding current value
$376,015% of portfolio
0.22%Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
4,115Shares Held
748MCall Options Held
4.19MPut Options Held
2.82M-
Black Rock Inc. New York, NY66.4MShares$45.6 Billion0.84% of portfolio
-
Northwestern Mutual Wealth Management CO32.5MShares$22.3 Billion14.88% of portfolio
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Envestnet Asset Management Inc28.6MShares$19.6 Billion5.91% of portfolio
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Marshall Wace, LLP London, X027.5MShares$18.9 Billion20.28% of portfolio
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Morgan Stanley New York, NY24.8MShares$17 Billion1.04% of portfolio