Optimum Investment Advisors Ishares Core S&P U.S. Value Et Transaction History
Optimum Investment Advisors
- $244 Million
- Q3 2025
A detailed history of Optimum Investment Advisors transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Optimum Investment Advisors holds 2,600 shares of IUSV stock, worth $263,432. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,600
Previous 2,600
-0.0%
Holding current value
$263,432
Previous $246,000
5.28%
% of portfolio
0.11%
Previous 0.11%
Shares
4 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