Wellspring Financial Advisors, LLC Ishares Core S&P 500 ETF Transaction History
Wellspring Financial Advisors, LLC
- $633 Billion
- Q1 2024
A detailed history of Wellspring Financial Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 291,999 shares of IVV stock, worth $160 Million. This represents 24.25% of its overall portfolio holdings.
Number of Shares
291,999
Previous 55,295
428.07%
Holding current value
$160 Million
Previous $26.4 Billion
481.25%
% of portfolio
24.25%
Previous 6.57%
Shares
17 transactions
Others Institutions Holding IVV
# of Institutions
3,247Shares Held
624MCall Options Held
794KPut Options Held
622K-
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