Abound Wealth Management Ishares Core S&P U.S. Value Et Transaction History
Abound Wealth Management
- $312 Billion
- Q4 2024
A detailed history of Abound Wealth Management transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Abound Wealth Management holds 679 shares of IUSV stock, worth $64,375. This represents 0.02% of its overall portfolio holdings.
Number of Shares
679
Previous 759
10.54%
Holding current value
$64,375
Previous $72.5 Million
13.26%
% of portfolio
0.02%
Previous 0.02%
Shares
10 transactions
Others Institutions Holding IUSV
# of Institutions
775Shares Held
174MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.79 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.31 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$877 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$441 Million5.6% of portfolio
-
Envestnet Asset Management Inc4.41MShares$418 Million0.14% of portfolio