Wealth Management Partners, LLC Ishares Core S&P U.S. Value Et Transaction History
Wealth Management Partners, LLC
- $253 Million
- Q2 2025
A detailed history of Wealth Management Partners, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Wealth Management Partners, LLC holds 40,038 shares of IUSV stock, worth $3.89 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
40,038
Previous 39,815
0.56%
Holding current value
$3.89 Million
Previous $3.64 Million
4.09%
% of portfolio
1.5%
Previous 1.72%
Shares
19 transactions
Others Institutions Holding IUSV
# of Institutions
803Shares Held
177MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC72.2MShares$7.02 Billion0.55% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.4MShares$1.4 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.18MShares$892 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.86MShares$472 Million5.53% of portfolio
-
Jones Financial Companies Lllp4.83MShares$470 Million0.4% of portfolio