Mason Investment Advisory Services, Inc. Ishares Core S&P U.S. Value Et Transaction History
Mason Investment Advisory Services, Inc.
- $1.71 Trillion
- Q4 2024
A detailed history of Mason Investment Advisory Services, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Mason Investment Advisory Services, Inc. holds 2,717 shares of IUSV stock, worth $249,882. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,717
Previous 2,716
0.04%
Holding current value
$249,882
Previous $259 Million
3.02%
% of portfolio
0.01%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding IUSV
# of Institutions
777Shares Held
174MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.59 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.27 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$851 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$428 Million5.6% of portfolio
-
Envestnet Asset Management Inc4.41MShares$406 Million0.14% of portfolio