Robinson Smith Wealth Advisors LLC Ishares Core S&P U.S. Value Et Transaction History
Robinson Smith Wealth Advisors LLC
- $114 Billion
- Q2 2024
A detailed history of Robinson Smith Wealth Advisors LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 100,989 shares of IUSV stock, worth $9.56 Million. This represents 7.84% of its overall portfolio holdings.
Number of Shares
100,989
Previous 99,919
1.07%
Holding current value
$9.56 Million
Previous $9.04 Billion
1.51%
% of portfolio
7.84%
Previous 8.68%
Shares
3 transactions
Others Institutions Holding IUSV
# of Institutions
687Shares Held
157MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC63.3MShares$5.99 Billion0.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$1.22 Billion0.58% of portfolio
-
Morgan Stanley New York, NY8.58MShares$812 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.61MShares$436 Million5.63% of portfolio
-
Signaturefd, LLC Atlanta, GA4.27MShares$404 Million7.67% of portfolio