Kestra Investment Management, LLC Ishares Core S&P U.S. Value Et Transaction History
Kestra Investment Management, LLC
- $3.19 Trillion
- Q2 2025
A detailed history of Kestra Investment Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Kestra Investment Management, LLC holds 2,767,550 shares of IUSV stock, worth $266 Million. This represents 8.0% of its overall portfolio holdings.
Number of Shares
2,767,550
Previous 2,767,550
-0.0%
Holding current value
$266 Million
Previous $255 Billion
-0.0%
% of portfolio
8.0%
Previous 8.0%
Shares
5 transactions
Others Institutions Holding IUSV
# of Institutions
809Shares Held
182MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC74.4MShares$7.16 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.2MShares$1.46 Billion0.51% of portfolio
-
Morgan Stanley New York, NY9.02MShares$868 Million0.06% of portfolio
-
Jones Financial Companies Lllp5.7MShares$548 Million0.41% of portfolio
-
Envestnet Asset Management Inc5.25MShares$506 Million0.15% of portfolio