Congress Wealth Management LLC Ishares Core S&P U.S. Value Et Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 2024
A detailed history of Congress Wealth Management LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Congress Wealth Management LLC holds 3,636 shares of IUSV stock, worth $346,401. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,636
Previous 3,636
-0.0%
Holding current value
$346,401
Previous $328,000
2.44%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IUSV
# of Institutions
687Shares Held
157MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC63.3MShares$6.03 Billion0.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$1.23 Billion0.58% of portfolio
-
Morgan Stanley New York, NY8.58MShares$817 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.61MShares$439 Million5.63% of portfolio
-
Signaturefd, LLC Atlanta, GA4.27MShares$407 Million7.67% of portfolio