Baker Tilly Wealth Management, LLC Ishares Core S&P U.S. Value Et Transaction History
Baker Tilly Wealth Management, LLC
- $429 Million
- Q3 2025
A detailed history of Baker Tilly Wealth Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 7,648 shares of IUSV stock, worth $757,687. This represents 0.18% of its overall portfolio holdings.
Number of Shares
7,648Holding current value
$757,687% of portfolio
0.18%Shares
10 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
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Lpl Financial LLC Fort Mill, SC15.2MShares$1.5 Billion0.51% of portfolio
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Morgan Stanley New York, NY9.02MShares$893 Million0.06% of portfolio
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Jones Financial Companies Lllp5.7MShares$565 Million0.41% of portfolio
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Envestnet Asset Management Inc5.25MShares$520 Million0.15% of portfolio