Waypoint Wealth Counsel Ishares Core S&P 500 ETF Transaction History
Waypoint Wealth Counsel
- $159 Billion
- Q1 2025
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 13,548 shares of IVV stock, worth $7.56 Million. This represents 4.78% of its overall portfolio holdings.
Number of Shares
13,548
Previous 13,532
0.12%
Holding current value
$7.56 Million
Previous $7.97 Billion
4.43%
% of portfolio
4.78%
Previous 5.2%
Shares
10 transactions
Others Institutions Holding IVV
# of Institutions
3,916Shares Held
822MCall Options Held
15.3MPut Options Held
4M-
Black Rock Inc. New York, NY66.4MShares$37 Billion0.84% of portfolio
-
Envestnet Asset Management Inc35.7MShares$19.9 Billion6.71% of portfolio
-
Northwestern Mutual Wealth Management CO31.3MShares$17.5 Billion14.5% of portfolio
-
Morgan Stanley New York, NY26.4MShares$14.7 Billion1.09% of portfolio
-
Bank Of America Corp Charlotte, NC25.3MShares$14.1 Billion1.17% of portfolio