Capital Planning LLC Ishares Core S&P U.S. Value Et Transaction History

Capital Planning LLC

$337 Million
Q1 2025

A detailed history of Capital Planning LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Capital Planning LLC holds 4,073 shares of IUSV stock, worth $381,192. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,073

Holding current value

$381,192

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 29, 2025	BUY	$90.0 - $96.32 $366,570 - $392,311	4,073 New	4,073 $375,000

Others Institutions Holding IUSV

# of Institutions

802

Shares Held

180M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

72.2M
Shares

$6.76 Billion
0.55% of portfolio
Lpl Financial LLC Fort Mill, SC

14.4M
Shares

$1.35 Billion
0.54% of portfolio
Morgan Stanley New York, NY

9.18M
Shares

$859 Million
0.06% of portfolio
Jones Financial Companies Lllp

4.83M
Shares

$452 Million
0.4% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

4.78M
Shares

$447 Million
5.75% of portfolio

View Full List

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

Ticker IUSV
Sector ETFs
Industry ETFs

More about IUSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Planning LLC with notifications on news.

Account

Capital Planning LLC Ishares Core S&P U.S. Value Et Transaction History