Annex Advisory Services, LLC Ishares Core S&P U.S. Value Et Transaction History
Annex Advisory Services, LLC
- $2.96 Billion
- Q4 2024
A detailed history of Annex Advisory Services, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Annex Advisory Services, LLC holds 6,067 shares of IUSV stock, worth $555,069. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,067Holding current value
$555,069% of portfolio
0.02%Shares
1 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
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Lpl Financial LLC Fort Mill, SC13.8MShares$1.26 Billion0.54% of portfolio
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Morgan Stanley New York, NY9.25MShares$847 Million0.06% of portfolio
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Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$426 Million5.6% of portfolio
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Envestnet Asset Management Inc4.41MShares$404 Million0.14% of portfolio