Alteri Wealth LLC Ishares Core S&P U.S. Value Et Transaction History
Alteri Wealth LLC
- $258 Billion
- Q2 2025
A detailed history of Alteri Wealth LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Alteri Wealth LLC holds 2,575 shares of IUSV stock, worth $255,105. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,575
Previous 2,574
0.04%
Holding current value
$255,105
Previous $238 Million
2.56%
% of portfolio
0.09%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding IUSV
# of Institutions
814Shares Held
183MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC74.4MShares$7.37 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.2MShares$1.5 Billion0.51% of portfolio
-
Morgan Stanley New York, NY9.02MShares$893 Million0.06% of portfolio
-
Jones Financial Companies Lllp5.7MShares$565 Million0.41% of portfolio
-
Envestnet Asset Management Inc5.25MShares$520 Million0.15% of portfolio