Crestwood Advisors Group LLC Ishares Core S&P U.S. Value Et Transaction History
Crestwood Advisors Group LLC
- $4.74 Billion
- Q2 2024
A detailed history of Crestwood Advisors Group LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 20,492 shares of IUSV stock, worth $1.95 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
20,492
Previous 20,395
0.48%
Holding current value
$1.95 Million
Previous $1.84 Million
2.11%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding IUSV
# of Institutions
686Shares Held
157MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC63.3MShares$6.01 Billion0.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$1.23 Billion0.58% of portfolio
-
Morgan Stanley New York, NY8.58MShares$815 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.61MShares$437 Million5.63% of portfolio
-
Signaturefd, LLC Atlanta, GA4.27MShares$406 Million7.67% of portfolio