Collaborative Wealth Managment Inc. Ishares Core S&P U.S. Value Et Transaction History
Collaborative Wealth Managment Inc.
- $222 Million
- Q2 2025
Shares
3 transactions
Others Institutions Holding IUSV
# of Institutions
828Shares Held
184MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC74.4MShares$7.47 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.2MShares$1.52 Billion0.51% of portfolio
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Morgan Stanley New York, NY9.02MShares$905 Million0.06% of portfolio
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Jones Financial Companies Lllp6.13MShares$615 Million0.42% of portfolio
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Envestnet Asset Management Inc5.81MShares$583 Million0.18% of portfolio