Waldron Private Wealth LLC Ishares Core S&P 500 ETF Transaction History
Waldron Private Wealth LLC
- $2.4 Billion
- Q3 2024
A detailed history of Waldron Private Wealth LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Waldron Private Wealth LLC holds 35,586 shares of IVV stock, worth $21.6 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
35,586
Previous 28,916
23.07%
Holding current value
$21.6 Million
Previous $15.8 Million
29.72%
% of portfolio
0.86%
Previous 0.71%
Shares
30 transactions
Others Institutions Holding IVV
# of Institutions
3,446Shares Held
687MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$40.3 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$21 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.8 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15.3 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$15.1 Billion1.06% of portfolio