Klingman & Associates, LLC Ishares Core S&P U.S. Value Et Transaction History
Klingman & Associates, LLC
- $1.62 Billion
- Q4 2024
A detailed history of Klingman & Associates, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Klingman & Associates, LLC holds 2,607 shares of IUSV stock, worth $240,834. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,607
Previous 2,690
3.09%
Holding current value
$240,834
Previous $256,000
5.86%
% of portfolio
0.01%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding IUSV
# of Institutions
777Shares Held
174MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.61 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.28 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$855 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$430 Million5.6% of portfolio
-
Envestnet Asset Management Inc4.41MShares$407 Million0.14% of portfolio