Warner Financial, Inc Ishares Core S&P 500 ETF Transaction History
Warner Financial, Inc
- $205 Million
- Q2 2024
A detailed history of Warner Financial, Inc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Warner Financial, Inc holds 5,987 shares of IVV stock, worth $3.28 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
5,987
Previous 5,977
0.17%
Holding current value
$3.28 Million
Previous $3.14 Million
4.23%
% of portfolio
1.6%
Previous 1.57%
Shares
11 transactions
Others Institutions Holding IVV
# of Institutions
3,259Shares Held
621MCall Options Held
796KPut Options Held
612K-
Black Rock Inc. New York, NY63.6MShares$34.8 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$17.7 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$16.3 Billion5.94% of portfolio
-
Bank Of America Corp Charlotte, NC23.5MShares$12.9 Billion1.17% of portfolio
-
Creative Planning Overland Park, KS20.6MShares$11.3 Billion12.02% of portfolio