Verity Wealth Advisors Ishares Core S&P 500 ETF Transaction History
Verity Wealth Advisors
- $133 Million
- Q2 2024
A detailed history of Verity Wealth Advisors transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Verity Wealth Advisors holds 37,949 shares of IVV stock, worth $21.5 Million. This represents 15.56% of its overall portfolio holdings.
Number of Shares
37,949
Previous 38,035
0.23%
Holding current value
$21.5 Million
Previous $20 Million
3.85%
% of portfolio
15.56%
Previous 15.35%
Shares
20 transactions
Others Institutions Holding IVV
# of Institutions
3,320Shares Held
658MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$37.6 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$20.4 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16.1 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.8 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.4 Billion0.94% of portfolio