Wealth Architects, LLC Ishares Core S&P 500 ETF Transaction History
Wealth Architects, LLC
- $827 Million
- Q4 2024
A detailed history of Wealth Architects, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Wealth Architects, LLC holds 123,053 shares of IVV stock, worth $74.3 Million. This represents 8.76% of its overall portfolio holdings.
Number of Shares
123,053
Previous 124,481
1.15%
Holding current value
$74.3 Million
Previous $71.8 Million
0.88%
% of portfolio
8.76%
Previous 8.47%
Shares
31 transactions
Others Institutions Holding IVV
# of Institutions
3,638Shares Held
718MCall Options Held
1.44MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$40.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.9 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.7 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15.2 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$15.1 Billion1.06% of portfolio