Collective Family Office LLC Ishares Core S&P U.S. Value Et Transaction History
Collective Family Office LLC
- $365 Million
- Q1 2025
A detailed history of Collective Family Office LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Collective Family Office LLC holds 13,328 shares of IUSV stock, worth $1.16 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
13,328
Previous 13,328
-0.0%
Holding current value
$1.16 Million
Previous $1.23 Million
1.3%
% of portfolio
0.33%
Previous 0.34%
Shares
6 transactions
Others Institutions Holding IUSV
# of Institutions
784Shares Held
175MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.23 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.2 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$805 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$405 Million5.6% of portfolio
-
Envestnet Asset Management Inc4.41MShares$384 Million0.14% of portfolio