Avion Wealth Ishares Core S&P U.S. Value Et Transaction History
Avion Wealth
- $466 Million
- Q3 2025
A detailed history of Avion Wealth transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Avion Wealth holds 1,499 shares of IUSV stock, worth $151,878. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,499
Previous 1,499
-0.0%
Holding current value
$151,878
Previous $141,000
5.67%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding IUSV
# of Institutions
834Shares Held
192MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC80.2MShares$8.13 Billion0.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.8MShares$1.6 Billion0.49% of portfolio
-
Morgan Stanley New York, NY9.08MShares$920 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.13MShares$621 Million0.42% of portfolio
-
Envestnet Asset Management Inc5.81MShares$589 Million0.18% of portfolio