Uptown Financial Advisors LLC Ishares Core S&P 500 ETF Transaction History
Uptown Financial Advisors LLC
- $117 Billion
- Q2 2025
A detailed history of Uptown Financial Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 2,292 shares of IVV stock, worth $1.47 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
2,292
Previous 2,292
-0.0%
Holding current value
$1.47 Million
Previous $1.29 Billion
10.5%
% of portfolio
1.22%
Previous 1.31%
Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
3,988Shares Held
797MCall Options Held
5.37MPut Options Held
2M-
Black Rock Inc. New York, NY66.4MShares$42.5 Billion0.84% of portfolio
-
Northwestern Mutual Wealth Management CO32.5MShares$20.8 Billion14.88% of portfolio
-
Envestnet Asset Management Inc28.4MShares$18.2 Billion5.4% of portfolio
-
Morgan Stanley New York, NY26.4MShares$16.9 Billion1.09% of portfolio
-
Bank Of America Corp Charlotte, NC25.3MShares$16.2 Billion1.17% of portfolio