Worth Financial Advisory Group, LLC Ishares Core S&P 500 ETF Transaction History
Worth Financial Advisory Group, LLC
- $157 Billion
- Q1 2025
A detailed history of Worth Financial Advisory Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 4,989 shares of IVV stock, worth $2.95 Million. This represents 1.78% of its overall portfolio holdings.
Number of Shares
4,989
Previous 5,160
3.31%
Holding current value
$2.95 Million
Previous $3.04 Billion
7.71%
% of portfolio
1.78%
Previous 1.87%
Shares
10 transactions
Others Institutions Holding IVV
# of Institutions
3,922Shares Held
821MCall Options Held
15.3MPut Options Held
4M-
Black Rock Inc. New York, NY66.4MShares$39.2 Billion0.84% of portfolio
-
Envestnet Asset Management Inc35.7MShares$21.1 Billion6.71% of portfolio
-
Northwestern Mutual Wealth Management CO31.3MShares$18.5 Billion14.5% of portfolio
-
Morgan Stanley New York, NY26.4MShares$15.6 Billion1.09% of portfolio
-
Bank Of America Corp Charlotte, NC25.3MShares$14.9 Billion1.17% of portfolio