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 $2.28 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
23,726
Previous 25,813
8.09%
Holding current value
$2.28 Million
Previous $2.18 Million
1.42%
% of portfolio
0.95%
Previous 1.07%
Shares
18 transactions
Others Institutions Holding IUSV
# of Institutions
800Shares Held
179MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC72.2MShares$6.95 Billion0.55% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.4MShares$1.39 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.18MShares$884 Million0.06% of portfolio
-
Envestnet Asset Management Inc5.25MShares$506 Million0.15% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.86MShares$467 Million5.53% of portfolio