Heritage Family Offices, LLP Ishares Core S&P U.S. Value Et Transaction History
Heritage Family Offices, LLP
- $200 Billion
- Q4 2024
A detailed history of Heritage Family Offices, LLP transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Heritage Family Offices, LLP holds 2,832 shares of IUSV stock, worth $261,761. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,832
Previous 2,832
-0.0%
Holding current value
$261,761
Previous $270 Million
3.04%
% of portfolio
0.13%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
728Shares Held
163MCall Options Held
2.8KPut Options Held
2K-
Bank Of America Corp Charlotte, NC65.6MShares$6.06 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$1.23 Billion0.59% of portfolio
-
Morgan Stanley New York, NY8.63MShares$798 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.91MShares$454 Million5.88% of portfolio
-
Signaturefd, LLC Atlanta, GA4.31MShares$398 Million7.92% of portfolio