Cypress Wealth Services, LLC Ishares Msci Usa Value Factor Transaction History
Cypress Wealth Services, LLC
- $555 Million
- Q3 2025
A detailed history of Cypress Wealth Services, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 5,258 shares of VLUE stock, worth $658,932. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,258
Previous 5,436
3.27%
Holding current value
$658,932
Previous $615,000
6.83%
% of portfolio
0.12%
Previous 0.12%
Shares
21 transactions
Others Institutions Holding VLUE
# of Institutions
480Shares Held
50.4MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO21.6MShares$2.7 Billion1.8% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.66MShares$585 Million28.79% of portfolio
-
Matson Money. Inc.2.6MShares$326 Million10.27% of portfolio
-
Bank Of America Corp Charlotte, NC1.75MShares$220 Million0.01% of portfolio
-
Black Rock Inc. New York, NY1.52MShares$190 Million0.0% of portfolio