Barnes Wealth Management Group, Inc Ishares Core S&P U.S. Value Et Transaction History
Barnes Wealth Management Group, Inc
- $156 Billion
- Q1 2025
A detailed history of Barnes Wealth Management Group, Inc transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 6,717 shares of IUSV stock, worth $628,644. This represents 0.4% of its overall portfolio holdings.
Number of Shares
6,717
Previous 6,517
3.07%
Holding current value
$628,644
Previous $603 Million
2.73%
% of portfolio
0.4%
Previous 0.4%
Shares
2 transactions
Others Institutions Holding IUSV
# of Institutions
802Shares Held
180MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC72.2MShares$6.76 Billion0.55% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.4MShares$1.35 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.18MShares$859 Million0.06% of portfolio
-
Jones Financial Companies Lllp4.83MShares$452 Million0.4% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.78MShares$447 Million5.75% of portfolio