Waypoint Wealth Counsel Ishares Core S&P 500 ETF Transaction History
Waypoint Wealth Counsel
- $153 Billion
- Q4 2024
A detailed history of Waypoint Wealth Counsel transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Waypoint Wealth Counsel holds 13,532 shares of IVV stock, worth $7.84 Million. This represents 5.2% of its overall portfolio holdings.
Number of Shares
13,532
Previous 13,837
2.2%
Holding current value
$7.84 Million
Previous $7.98 Billion
0.19%
% of portfolio
5.2%
Previous 5.37%
Shares
9 transactions
Others Institutions Holding IVV
# of Institutions
3,849Shares Held
761MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$38.5 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$19.4 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$17.7 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$16.2 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$13.7 Billion17.72% of portfolio