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iShares Core S&P 500 ETF
IVV
IVV
767.13
USD
-2.18
0.28%
At close
Updated
Aug 24, 4:00 PM EDT
Pre-market
After hours
770.12
+2.99
0.39%
1 day
-0.28%
5 days
-0.67%
1 month
3.34%
3 months
1.74%
6 months
11.1%
Year to date
11.8%
1 year
18.82%
5 years
70.48%
10 years
250.02%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 2776 |
CAC
2776
Core Alternative Capital
Peachtree Corners,
Georgia
| – | -$36.1K | -94 | Closed |
|
| 2777 |
MWM
2777
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| – | -$25.7K | -67 | Closed |
|
| 2778 |
PFC
2778
Phocas Financial Corp
Alameda,
California
| – | -$19.2K | -50 | Closed |
|
| 2779 |
WOSD
2779
WFA of San Diego
San Diego,
California
| – | -$15.4K | -40 | Closed |
|
| 2780 |
CCMW
2780
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| – | -$15K | -39 | Closed |
|
| 2781 |
MDCM
2781
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| – | -$14.6K | -38 | Closed |
|
| 2782 |
SFCL
2782
Strengthening Families & Communities LLC
Boston,
Massachusetts
| – | -$13K | -34 | Closed |
|
| 2783 |
CYG
2783
Clean Yield Group
Norwich,
Vermont
| – | -$4.61K | -12 | Closed |
|
| 2784 |
LFA
2784
LGT Financial Advisors
Dallas,
Texas
| – | -$3.11K | -8 | Closed |
|
| 2785 |
SWG
2785
Summit Wealth Group
White River Junction,
Vermont
| – | +$21.4M | +53,440 | New |
|