Baldrige Asset Management LLC Ishares Core S&P U.S. Value Et Transaction History
Baldrige Asset Management LLC
- $244 Million
- Q1 2023
A detailed history of Baldrige Asset Management LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Baldrige Asset Management LLC holds 11,034 shares of IUSV stock, worth $968,895. This represents 0.33% of its overall portfolio holdings.
Number of Shares
11,034
Previous 11,210
1.57%
Holding current value
$968,895
Previous $792,000
2.78%
% of portfolio
0.33%
Previous 0.35%
Shares
17 transactions
Others Institutions Holding IUSV
# of Institutions
667Shares Held
148MCall Options Held
7.1KPut Options Held
5.95K-
Bank Of America Corp Charlotte, NC60MShares$5.27 Billion0.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.3MShares$1.08 Billion0.61% of portfolio
-
Morgan Stanley New York, NY8.12MShares$713 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.64MShares$407 Million5.99% of portfolio
-
Signaturefd, LLC Atlanta, GA4.24MShares$373 Million8.13% of portfolio