Welch & Forbes LLC Ishares Core S&P 500 ETF Transaction History
Welch & Forbes LLC
- $7.73 Billion
- Q3 2024
A detailed history of Welch & Forbes LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Welch & Forbes LLC holds 18,041 shares of IVV stock, worth $10.9 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
18,041
Previous 15,974
12.94%
Holding current value
$10.9 Million
Previous $8.74 Million
19.05%
% of portfolio
0.13%
Previous 0.12%
Shares
27 transactions
Others Institutions Holding IVV
# of Institutions
3,445Shares Held
687MCall Options Held
1.45MPut 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