Berry Wealth Group, LP Ishares Core S&P U.S. Value Et Transaction History

Berry Wealth Group, LP

$140 Billion
Q3 2024

A detailed history of Berry Wealth Group, LP transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Berry Wealth Group, LP holds 2,373 shares of IUSV stock, worth $220,736. This represents 0.16% of its overall portfolio holdings.

Number of Shares

2,373

Holding current value

$220,736

% of portfolio

0.16%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 21, 2024	BUY	$87.56 - $95.49 $207,779 - $226,597	2,373 New	2,373 $227 Million

Others Institutions Holding IUSV

# of Institutions

728

Shares Held

163M

Call Options Held

2.8K

Put Options Held

Bank Of America Corp Charlotte, NC

65.6M
Shares

$6.1 Billion
0.53% of portfolio
Lpl Financial LLC Fort Mill, SC

13.4M
Shares

$1.24 Billion
0.59% of portfolio
Morgan Stanley New York, NY

8.63M
Shares

$803 Million
0.06% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

4.91M
Shares

$457 Million
5.88% of portfolio
Signaturefd, LLC Atlanta, GA

4.31M
Shares

$401 Million
7.92% of portfolio

View Full List

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

Ticker IUSV
Sector ETFs
Industry ETFs

More about IUSV

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Berry Wealth Group, LP Ishares Core S&P U.S. Value Et Transaction History