Valley Forge Investment Consultants Inc Adv Ishares Core S&P U.S. Value Et Transaction History
Valley Forge Investment Consultants Inc Adv
- $290 Million
- Q4 2024
A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 24,627 shares of IUSV stock, worth $2.35 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
24,627
Previous 24,482
0.59%
Holding current value
$2.35 Million
Previous $2.34 Million
2.4%
% of portfolio
0.79%
Previous 0.82%
Shares
17 transactions
Others Institutions Holding IUSV
# of Institutions
769Shares Held
173MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.84 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.32 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$885 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$445 Million5.6% of portfolio
-
Envestnet Asset Management Inc4.41MShares$422 Million0.14% of portfolio