Caliber Wealth Management, LLC / Ks Ishares Core S&P U.S. Value Et Transaction History
Caliber Wealth Management, LLC / Ks
- $733 Billion
- Q1 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 30,777 shares of IUSV stock, worth $2.84 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
30,777Holding current value
$2.84 Million% of portfolio
0.39%Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
802Shares Held
180MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC72.2MShares$6.66 Billion0.55% of portfolio
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Lpl Financial LLC Fort Mill, SC14.4MShares$1.33 Billion0.54% of portfolio
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Morgan Stanley New York, NY9.18MShares$847 Million0.06% of portfolio
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Jones Financial Companies Lllp4.83MShares$446 Million0.4% of portfolio
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Ronald Blue Trust, Inc. Brentwood, TN4.78MShares$441 Million5.75% of portfolio