Caliber Wealth Management, LLC / Ks Ishares Msci Usa Value Factor Transaction History
Caliber Wealth Management, LLC / Ks
- $897 Billion
- Q3 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 15,270 shares of VLUE stock, worth $2 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
15,270
Previous 15,404
0.87%
Holding current value
$2 Million
Previous $1.74 Billion
9.5%
% of portfolio
0.21%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding VLUE
# of Institutions
496Shares Held
50.3MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO22.2MShares$2.9 Billion1.88% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.7MShares$614 Million29.29% of portfolio
-
Matson Money. Inc.2.6MShares$340 Million10.85% of portfolio
-
Bank Of America Corp Charlotte, NC1.77MShares$231 Million0.02% of portfolio
-
Black Rock Inc. New York, NY1.52MShares$198 Million0.0% of portfolio