Us Financial Advisors, LLC Ishares Core S&P 500 ETF Transaction History
Us Financial Advisors, LLC
- $338 Million
- Q1 2025
A detailed history of Us Financial Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Us Financial Advisors, LLC holds 55,534 shares of IVV stock, worth $35.3 Million. This represents 9.23% of its overall portfolio holdings.
Number of Shares
55,534
Previous 55,665
0.24%
Holding current value
$35.3 Million
Previous $32.8 Million
4.77%
% of portfolio
9.23%
Previous 10.1%
Shares
18 transactions
Others Institutions Holding IVV
# of Institutions
3,958Shares Held
815MCall Options Held
15.3MPut Options Held
4M-
Black Rock Inc. New York, NY66.4MShares$42.3 Billion0.84% of portfolio
-
Envestnet Asset Management Inc35.7MShares$22.7 Billion6.71% of portfolio
-
Northwestern Mutual Wealth Management CO31.3MShares$19.9 Billion14.5% of portfolio
-
Morgan Stanley New York, NY26.4MShares$16.8 Billion1.09% of portfolio
-
Bank Of America Corp Charlotte, NC25.3MShares$16.1 Billion1.17% of portfolio