Wealthstream Advisors, Inc. Ishares Core S&P U.S. Value Et Transaction History
Wealthstream Advisors, Inc.
- $519 Million
- Q4 2024
A detailed history of Wealthstream Advisors, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 3,938 shares of IUSV stock, worth $362,177. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,938
Previous 3,938
-0.0%
Holding current value
$362,177
Previous $376,000
3.19%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
777Shares Held
174MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.59 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.27 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$851 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$428 Million5.6% of portfolio
-
Envestnet Asset Management Inc4.41MShares$406 Million0.14% of portfolio