Atlas Private Wealth Management Ishares Core S&P U.S. Value Et Transaction History
Atlas Private Wealth Management
- $227 Million
- Q1 2024
A detailed history of Atlas Private Wealth Management transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Atlas Private Wealth Management holds 23,726 shares of IUSV stock, worth $2.21 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
23,726
Previous 25,813
8.09%
Holding current value
$2.21 Million
Previous $2.18 Million
1.42%
% of portfolio
0.95%
Previous 1.07%
Shares
18 transactions
Others Institutions Holding IUSV
# of Institutions
686Shares Held
157MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC63.3MShares$5.91 Billion0.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$1.21 Billion0.58% of portfolio
-
Morgan Stanley New York, NY8.58MShares$801 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.61MShares$430 Million5.63% of portfolio
-
Signaturefd, LLC Atlanta, GA4.27MShares$399 Million7.67% of portfolio