Rtd Financial Advisors, Inc. Ishares Core S&P U.S. Value Et Transaction History
Rtd Financial Advisors, Inc.
- $779 Million
- Q4 2024
A detailed history of Rtd Financial Advisors, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Rtd Financial Advisors, Inc. holds 4,907 shares of IUSV stock, worth $467,489. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,907
Previous 5,197
5.58%
Holding current value
$467,489
Previous $496,000
8.47%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding IUSV
# of Institutions
772Shares Held
174MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.82 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.32 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$882 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$443 Million5.6% of portfolio
-
Envestnet Asset Management Inc4.41MShares$420 Million0.14% of portfolio