Forefront Wealth Partners, LLC Ishares Core S&P U.S. Value Et Transaction History
Forefront Wealth Partners, LLC
- $147 Billion
- Q1 2025
A detailed history of Forefront Wealth Partners, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Forefront Wealth Partners, LLC holds 49,383 shares of IUSV stock, worth $4.39 Million. This represents 3.1% of its overall portfolio holdings.
Number of Shares
49,383
Previous 50,069
1.37%
Holding current value
$4.39 Million
Previous $4.64 Billion
1.69%
% of portfolio
3.1%
Previous 3.45%
Shares
2 transactions
Others Institutions Holding IUSV
# of Institutions
795Shares Held
179MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.36 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.4MShares$1.28 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$822 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.78MShares$425 Million5.75% of portfolio
-
Envestnet Asset Management Inc4.6MShares$408 Million0.14% of portfolio