Live Oak Investment Partners Ishares Core S&P U.S. Value Et Transaction History
Live Oak Investment Partners
- $126 Million
- Q4 2024
A detailed history of Live Oak Investment Partners transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Live Oak Investment Partners holds 4,440 shares of IUSV stock, worth $421,311. This represents 0.33% of its overall portfolio holdings.
Number of Shares
4,440
Previous 3,455
28.51%
Holding current value
$421,311
Previous $329,000
24.92%
% of portfolio
0.33%
Previous 0.27%
Shares
5 transactions
Others Institutions Holding IUSV
# of Institutions
757Shares Held
166MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC65.6MShares$6.22 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.31 Billion0.54% of portfolio
-
Morgan Stanley New York, NY8.63MShares$819 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$442 Million5.6% of portfolio
-
Envestnet Asset Management Inc4.41MShares$419 Million0.14% of portfolio