Capital Directions Investment Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History

Capital Directions Investment Advisors, LLC

$268 Million
Q4 2022

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 14, 2018	SELL	$53.63 - $57.68 $2,091 - $2,249	-39 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$51.95 - $55.12 $2,026 - $2,149	39 New	39 $2,000

Others Institutions Holding IUSV

# of Institutions

731

Shares Held

163M

Call Options Held

2.8K

Put Options Held

Bank Of America Corp Charlotte, NC

65.6M
Shares

$6.18 Billion
0.53% of portfolio
Lpl Financial LLC Fort Mill, SC

13.4M
Shares

$1.26 Billion
0.59% of portfolio
Morgan Stanley New York, NY

8.63M
Shares

$814 Million
0.06% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

4.91M
Shares

$463 Million
5.88% of portfolio
Signaturefd, LLC Atlanta, GA

4.31M
Shares

$406 Million
7.92% of portfolio

View Full List

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

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