Cbiz Investment Advisory Services, LLC Ishares Core S&P U.S. Value Et Transaction History
Cbiz Investment Advisory Services, LLC
- $2 Billion
- Q4 2024
A detailed history of Cbiz Investment Advisory Services, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Cbiz Investment Advisory Services, LLC holds 1,229 shares of IUSV stock, worth $112,355. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,229
Previous 1,364
9.9%
Holding current value
$112,355
Previous $130,000
13.08%
% of portfolio
0.01%
Previous 0.01%
Shares
2 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
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.26 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$846 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$426 Million5.6% of portfolio
-
Envestnet Asset Management Inc4.41MShares$403 Million0.14% of portfolio