Caliber Wealth Management, LLC / Ks Ishares Msci Usa Value Factor Transaction History
Caliber Wealth Management, LLC / Ks
- $930 Billion
- Q2 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 15,404 shares of VLUE stock, worth $1.93 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
15,404
Previous 15,448
0.28%
Holding current value
$1.93 Million
Previous $1.65 Billion
5.84%
% of portfolio
0.19%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding VLUE
# of Institutions
480Shares Held
50.4MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO21.6MShares$2.7 Billion1.8% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.66MShares$585 Million28.79% of portfolio
-
Matson Money. Inc.2.6MShares$326 Million10.27% of portfolio
-
Bank Of America Corp Charlotte, NC1.75MShares$220 Million0.01% of portfolio
-
Black Rock Inc. New York, NY1.52MShares$190 Million0.0% of portfolio