Colonial River Wealth Management, LLC Ishares Core S&P U.S. Value Et Transaction History
Colonial River Wealth Management, LLC
- $205 Million
- Q4 2024
A detailed history of Colonial River Wealth Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 2,786 shares of IUSV stock, worth $267,149. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,786
Previous 2,610
6.74%
Holding current value
$267,149
Previous $249,000
3.61%
% of portfolio
0.13%
Previous 0.12%
Shares
13 transactions
Others Institutions Holding IUSV
# of Institutions
771Shares Held
174MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.87 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.33 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$887 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$446 Million5.6% of portfolio
-
Envestnet Asset Management Inc4.41MShares$423 Million0.14% of portfolio