Wallace Advisory Group, LLC Ishares Core S&P 500 ETF Transaction History
Wallace Advisory Group, LLC
- $133 Billion
- Q1 2024
A detailed history of Wallace Advisory Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 6,863 shares of IVV stock, worth $3.79 Million. This represents 2.46% of its overall portfolio holdings.
Number of Shares
6,863
Previous 7,564
9.27%
Holding current value
$3.79 Million
Previous $3.25 Billion
0.92%
% of portfolio
2.46%
Previous 2.54%
Shares
5 transactions
Others Institutions Holding IVV
# of Institutions
3,244Shares Held
623MCall Options Held
794KPut Options Held
612K-
Black Rock Inc. New York, NY63.6MShares$35.1 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$17.8 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$16.4 Billion5.94% of portfolio
-
Bank Of America Corp Charlotte, NC23.5MShares$13 Billion1.17% of portfolio
-
Creative Planning Overland Park, KS20.6MShares$11.4 Billion12.02% of portfolio