Curi Wealth Management, LLC Ishares Msci Usa Value Factor Transaction History

Curi Wealth Management, LLC

$0
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	BUY	$88.4 - $105.81 $88 - $105	1 Added 1.15%	88 $8,000
Q1 2022 May 06, 2022	BUY	$100.54 - $114.92 $8,746 - $9,998	87 New	87 $9,000

Others Institutions Holding VLUE

# of Institutions

440

Shares Held

53.8M

Call Options Held

4K

Put Options Held

0

Northwestern Mutual Wealth Management CO

18.9M
Shares

$2.06 Billion
1.93% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

4.49M
Shares

$490 Million
28.76% of portfolio
Matson Money. Inc.

3.7M
Shares

$404 Million
12.73% of portfolio
Mercer Global Advisors Inc Denver, CO

2.53M
Shares

$277 Million
0.66% of portfolio
Envestnet Asset Management Inc

2.52M
Shares

$275 Million
0.09% of portfolio

About ISHARES MSCI USA VALUE FACTOR

Ticker VLUE
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