Canvas Wealth Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History
Canvas Wealth Advisors, LLC
- $576 Million
- Q4 2025
A detailed history of Canvas Wealth Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 74,468 shares of IUSV stock, worth $7.55 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
74,468
Previous 72,145
3.22%
Holding current value
$7.55 Million
Previous $7.21 Million
4.65%
% of portfolio
1.31%
Previous 1.36%
Shares
20 transactions
Others Institutions Holding IUSV
# of Institutions
840Shares 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