Walter & Keenan Wealth Management LLC Ishares Core S&P 500 ETF Transaction History
Walter & Keenan Wealth Management LLC
- $313 Million
- Q2 2024
A detailed history of Walter & Keenan Wealth Management LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 1,590 shares of IVV stock, worth $909,336. This represents 0.28% of its overall portfolio holdings.
Number of Shares
1,590
Previous 1,589
0.06%
Holding current value
$909,336
Previous $835,000
4.19%
% of portfolio
0.28%
Previous 0.27%
Shares
5 transactions
Others Institutions Holding IVV
# of Institutions
3,324Shares Held
659MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$38 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$20.6 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16.2 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