Berry Wealth Group, LP Ishares Core S&P U.S. Value Et Transaction History
Berry Wealth Group, LP
- $139 Billion
- Q4 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 2,520 shares of IUSV stock, worth $240,080. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,520
Previous 2,373
6.19%
Holding current value
$240,080
Previous $227 Million
2.97%
% of portfolio
0.17%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding IUSV
# of Institutions
772Shares Held
174MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.82 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.32 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$882 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$443 Million5.6% of portfolio
-
Envestnet Asset Management Inc4.41MShares$420 Million0.14% of portfolio