Robinson Smith Wealth Advisors LLC Ishares Core S&P U.S. Value Et Transaction History
Robinson Smith Wealth Advisors LLC
- $139 Billion
- Q3 2025
A detailed history of Robinson Smith Wealth Advisors LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 103,217 shares of IUSV stock, worth $10.5 Million. This represents 7.41% of its overall portfolio holdings.
Number of Shares
103,217
Previous 100,981
2.21%
Holding current value
$10.5 Million
Previous $9.56 Billion
7.96%
% of portfolio
7.41%
Previous 7.64%
Shares
8 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