Values Added Financial LLC Ishares Core S&P 500 ETF Transaction History
Values Added Financial LLC
- $159 Billion
- Q3 2024
A detailed history of Values Added Financial LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Values Added Financial LLC holds 3,209 shares of IVV stock, worth $1.9 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
3,209
Previous 3,209
-0.0%
Holding current value
$1.9 Million
Previous $1.76 Billion
5.41%
% of portfolio
1.17%
Previous 1.27%
Shares
3 transactions
Others Institutions Holding IVV
# of Institutions
3,442Shares Held
687MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$39.4 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.6 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.4 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$14.8 Billion1.06% of portfolio