Td Private Client Wealth LLC Ishares Core S&P U.S. Value Et Transaction History
Td Private Client Wealth LLC
- $4.07 Trillion
- Q2 2025
A detailed history of Td Private Client Wealth LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Td Private Client Wealth LLC holds 159,729 shares of IUSV stock, worth $15.3 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
159,729
Previous 173,466
7.92%
Holding current value
$15.3 Million
Previous $16 Billion
5.58%
% of portfolio
0.37%
Previous 0.44%
Shares
23 transactions
Others Institutions Holding IUSV
# of Institutions
801Shares Held
178MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC72.2MShares$6.91 Billion0.55% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.4MShares$1.38 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.18MShares$878 Million0.06% of portfolio
-
Jones Financial Companies Lllp4.83MShares$462 Million0.4% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.78MShares$457 Million5.75% of portfolio