Waller Financial Planning Group, Inc Ishares Core S&P 500 ETF Transaction History
Waller Financial Planning Group, Inc
- $372 Million
- Q2 2024
A detailed history of Waller Financial Planning Group, Inc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 52,499 shares of IVV stock, worth $30.1 Million. This represents 7.72% of its overall portfolio holdings.
Number of Shares
52,499
Previous 52,340
0.3%
Holding current value
$30.1 Million
Previous $27.5 Million
4.41%
% of portfolio
7.72%
Previous 7.33%
Shares
23 transactions
Others Institutions Holding IVV
# of Institutions
3,325Shares Held
659MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$38.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$20.7 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16.3 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.9 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.5 Billion0.94% of portfolio