Breakwater Capital Group Ishares Core S&P U.S. Value Et Transaction History
Breakwater Capital Group
- $561 Billion
- Q1 2025
A detailed history of Breakwater Capital Group transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Breakwater Capital Group holds 50,579 shares of IUSV stock, worth $4.46 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
50,579
Previous 50,159
0.84%
Holding current value
$4.46 Million
Previous $4.64 Billion
0.51%
% of portfolio
0.83%
Previous 0.92%
Shares
10 transactions
Others Institutions Holding IUSV
# of Institutions
786Shares Held
177MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.31 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.22 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$816 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.78MShares$421 Million5.75% of portfolio
-
Envestnet Asset Management Inc4.6MShares$405 Million0.14% of portfolio