Crestwood Advisors Group LLC Ishares Core S&P U.S. Value Et Transaction History
Crestwood Advisors Group LLC
- $5.73 Billion
- Q3 2025
A detailed history of Crestwood Advisors Group LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 23,375 shares of IUSV stock, worth $2.37 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
23,375
Previous 22,811
2.47%
Holding current value
$2.37 Million
Previous $2.16 Million
8.25%
% of portfolio
0.04%
Previous 0.04%
Shares
9 transactions
Others Institutions Holding IUSV
# of Institutions
834Shares 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