Cpa Asset Management LLC Ishares Core S&P U.S. Value Et Transaction History
Cpa Asset Management LLC
- $215 Billion
- Q4 2024
A detailed history of Cpa Asset Management LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Cpa Asset Management LLC holds 3,511 shares of IUSV stock, worth $335,335. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,511
Previous 3,573
1.74%
Holding current value
$335,335
Previous $341 Million
4.72%
% of portfolio
0.15%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding IUSV
# of Institutions
775Shares Held
174MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.84 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.32 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$884 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$445 Million5.6% of portfolio
-
Envestnet Asset Management Inc4.41MShares$421 Million0.14% of portfolio