Wfa Of San Diego, LLC Ishares Core S&P 500 ETF Transaction History

Wfa Of San Diego, LLC

$116 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 31, 2023	BUY	$357.98 - $409.32 $14,319 - $16,372	40 New	40 $15,000
Q2 2020 Aug 18, 2020	BUY	$246.8 - $324.4 $504,706 - $663,398	2,045 New	2,045 $680,000

Others Institutions Holding IVV

# of Institutions

3,444

Shares Held

687M

Call Options Held

1.45M

Put Options Held

1.1M

Black Rock Inc. New York, NY

66.4M
Shares

$39.7 Billion
0.84% of portfolio
Envestnet Asset Management Inc

34.6M
Shares

$20.7 Billion
6.62% of portfolio
Northwestern Mutual Wealth Management CO

29.3M
Shares

$17.5 Billion
15.08% of portfolio
Bank Of America Corp Charlotte, NC

25.2M
Shares

$15.1 Billion
1.23% of portfolio
Morgan Stanley New York, NY

24.9M
Shares

$14.9 Billion
1.06% of portfolio

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

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