Whalerock Point Partners, LLC Ishares Core S&P 500 ETF Transaction History
Whalerock Point Partners, LLC
- $353 Million
- Q1 2024
A detailed history of Whalerock Point Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Whalerock Point Partners, LLC holds 11,974 shares of IVV stock, worth $6.68 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
11,974
Previous 10,634
12.6%
Holding current value
$6.68 Million
Previous $5.08 Million
23.94%
% of portfolio
1.79%
Previous 1.61%
Shares
22 transactions
Others Institutions Holding IVV
# of Institutions
3,251Shares Held
623MCall Options Held
794KPut Options Held
622K-
Black Rock Inc. New York, NY63.6MShares$35.5 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$18 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$16.6 Billion5.94% of portfolio
-
Bank Of America Corp Charlotte, NC23.5MShares$13.1 Billion1.17% of portfolio
-
Creative Planning Overland Park, KS20.6MShares$11.5 Billion12.02% of portfolio