Defined Wealth Management, LLC Ishares Core S&P U.S. Value Et Transaction History
Defined Wealth Management, LLC
- $143 Million
- Q1 2025
A detailed history of Defined Wealth Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Defined Wealth Management, LLC holds 60,934 shares of IUSV stock, worth $5.3 Million. This represents 3.92% of its overall portfolio holdings.
Number of Shares
60,934
Previous 60,561
0.62%
Holding current value
$5.3 Million
Previous $5.61 Million
0.25%
% of portfolio
3.92%
Previous 3.84%
Shares
9 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