Atwood & Palmer Inc Ishares Core S&P U.S. Value Et Transaction History

Atwood & Palmer Inc

$1.51 Billion
Q3 2025

A detailed history of Atwood & Palmer Inc transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Atwood & Palmer Inc holds 53 shares of IUSV stock, worth $5,250. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$5,250

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 15, 2025	BUY	$94.17 - $99.95 $4,991 - $5,297	53 New	53 $5,000

Others Institutions Holding IUSV

# of Institutions

819

Shares Held

183M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

74.4M
Shares

$7.37 Billion
0.53% of portfolio
Lpl Financial LLC Fort Mill, SC

15.2M
Shares

$1.5 Billion
0.51% of portfolio
Morgan Stanley New York, NY

9.02M
Shares

$893 Million
0.06% of portfolio
Jones Financial Companies Lllp

5.7M
Shares

$565 Million
0.41% of portfolio
Envestnet Asset Management Inc

5.25M
Shares

$520 Million
0.15% of portfolio

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About ISHARES CORE S&P U.S. VALUE ET

Ticker IUSV
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