Financial Perspectives, Inc Ishares Core S&P U.S. Value Et Transaction History
Financial Perspectives, Inc
- $298 Billion
- Q4 2024
A detailed history of Financial Perspectives, Inc transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Financial Perspectives, Inc holds 1,743 shares of IUSV stock, worth $159,345. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,743
Previous 1,733
0.58%
Holding current value
$159,345
Previous $165 Million
2.46%
% of portfolio
0.05%
Previous 0.06%
Shares
21 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