Optimum Investment Advisors Ishares Core S&P U.S. Value Et Transaction History
Optimum Investment Advisors
- $227 Million
- Q3 2024
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 $247,909. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,600
Previous 2,600
-0.0%
Holding current value
$247,909
Previous $229,000
8.3%
% of portfolio
0.11%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding IUSV
# of Institutions
738Shares Held
165MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC65.6MShares$6.25 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$1.27 Billion0.59% of portfolio
-
Morgan Stanley New York, NY8.63MShares$823 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$444 Million5.6% of portfolio
-
Signaturefd, LLC Atlanta, GA4.31MShares$411 Million7.92% of portfolio