Baldrige Asset Management LLC Ishares Core S&P U.S. Value Et Transaction History
Baldrige Asset Management LLC
- $244 Million
- Q1 2023
A detailed history of Baldrige Asset Management LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Baldrige Asset Management LLC holds 11,034 shares of IUSV stock, worth $1.05 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
11,034
Previous 11,210
1.57%
Holding current value
$1.05 Million
Previous $792,000
2.78%
% of portfolio
0.33%
Previous 0.35%
Shares
17 transactions
Others Institutions Holding IUSV
# of Institutions
738Shares Held
165MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC65.6MShares$6.25 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$1.27 Billion0.59% of portfolio
-
Morgan Stanley New York, NY8.63MShares$823 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$444 Million5.6% of portfolio
-
Signaturefd, LLC Atlanta, GA4.31MShares$411 Million7.92% of portfolio