Tl Private Wealth Ishares Core S&P U.S. Value Et Transaction History
Tl Private Wealth
- $220 Million
- Q1 2025
A detailed history of Tl Private Wealth transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Tl Private Wealth holds 19,783 shares of IUSV stock, worth $1.7 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
19,783
Previous 19,742
0.21%
Holding current value
$1.7 Million
Previous $1.83 Million
1.09%
% of portfolio
0.82%
Previous 0.83%
Shares
22 transactions
Others Institutions Holding IUSV
# of Institutions
781Shares Held
175MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.14 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.19 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$794 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.78MShares$410 Million5.75% of portfolio
-
Envestnet Asset Management Inc4.41MShares$378 Million0.14% of portfolio