Mowery & Schoenfeld Wealth Management, LLC Ishares Core S&P U.S. Value Et Transaction History
Mowery & Schoenfeld Wealth Management, LLC
- $51 Billion
- Q1 2025
A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 953 shares of IUSV stock, worth $84,626. This represents 0.17% of its overall portfolio holdings.
Number of Shares
953Holding current value
$84,626% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
800Shares Held
179MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC72.2MShares$6.41 Billion0.55% of portfolio
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Lpl Financial LLC Fort Mill, SC14.4MShares$1.28 Billion0.54% of portfolio
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Morgan Stanley New York, NY9.18MShares$815 Million0.06% of portfolio
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Ronald Blue Trust, Inc. Brentwood, TN4.78MShares$425 Million5.75% of portfolio
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Jones Financial Companies Lllp4.61MShares$410 Million0.14% of portfolio