Regimen Wealth, LLC Ishares Core S&P U.S. Value Et Transaction History
Regimen Wealth, LLC
- $306 Billion
- Q4 2024
A detailed history of Regimen Wealth, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Regimen Wealth, LLC holds 6,613 shares of IUSV stock, worth $605,023. This represents 0.2% of its overall portfolio holdings.
Number of Shares
6,613
Previous 6,574
0.59%
Holding current value
$605,023
Previous $628 Million
2.46%
% of portfolio
0.2%
Previous 0.2%
Shares
5 transactions
Others Institutions Holding IUSV
# of Institutions
776Shares Held
174MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.55 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.26 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$847 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$426 Million5.6% of portfolio
-
Envestnet Asset Management Inc4.41MShares$404 Million0.14% of portfolio