Duncan Williams Asset Management, LLC Ishares Core S&P U.S. Value Et Transaction History
Duncan Williams Asset Management, LLC
- $355 Billion
- Q3 2025
A detailed history of Duncan Williams Asset Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Duncan Williams Asset Management, LLC holds 207,794 shares of IUSV stock, worth $21.1 Million. This represents 5.84% of its overall portfolio holdings.
Number of Shares
207,794Holding current value
$21.1 Million% of portfolio
5.84%Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
836Shares Held
192MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC80.2MShares$8.13 Billion0.56% of portfolio
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Lpl Financial LLC Fort Mill, SC15.8MShares$1.6 Billion0.49% of portfolio
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Morgan Stanley New York, NY9.08MShares$920 Million0.06% of portfolio
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Jones Financial Companies Lllp6.13MShares$621 Million0.42% of portfolio
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Envestnet Asset Management Inc5.81MShares$589 Million0.18% of portfolio