Valued Wealth Advisors LLC Ishares Tr Intl Developed Smal Transaction History
Valued Wealth Advisors LLC
- $192 Billion
- Q2 2025
A detailed history of Valued Wealth Advisors LLC transactions in Ishares Tr Intl Developed Smal stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 19,349 shares of ISVL stock, worth $870,318. This represents 0.42% of its overall portfolio holdings.
Number of Shares
19,349
Previous 22,840
15.28%
Holding current value
$870,318
Previous $847 Million
4.01%
% of portfolio
0.42%
Previous 0.51%
Shares
7 transactions
Others Institutions Holding ISVL
# of Institutions
19Shares Held
241KCall Options Held
0Put Options Held
0-
Peregrine Asset Advisers, Inc. Portland, OR99.7KShares$4.49 Million1.43% of portfolio
-
New Edge Advisors, LLC New Orleans, LA38.4KShares$1.73 Million0.01% of portfolio
-
Creative Planning Overland Park, KS19.9KShares$897,2610.0% of portfolio
-
Glass Jacobson Investment Advisors LLC Owings Mills, MD18.4KShares$825,9220.3% of portfolio
-
Wealth Enhancement Advisory Services, LLC11.2KShares$502,2010.0% of portfolio