Emerson Wealth, LLC Ishares Core S&P U.S. Value Et Transaction History

Emerson Wealth, LLC

$153 Million
Q2 2022

A detailed history of Emerson Wealth, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Emerson Wealth, LLC holds 3,992 shares of IUSV stock, worth $377,563. This represents 0.17% of its overall portfolio holdings.

Number of Shares

3,992

Holding current value

$377,563

% of portfolio

0.17%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 03, 2022	BUY	$64.88 - $77.18 $259,000 - $308,102	3,992 New	3,992 $267,000

Others Institutions Holding IUSV

# of Institutions

728

Shares Held

163M

Call Options Held

2.8K

Put Options Held

Bank Of America Corp Charlotte, NC

65.6M
Shares

$6.2 Billion
0.53% of portfolio
Lpl Financial LLC Fort Mill, SC

13.4M
Shares

$1.26 Billion
0.59% of portfolio
Morgan Stanley New York, NY

8.63M
Shares

$817 Million
0.06% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

4.91M
Shares

$465 Million
5.88% of portfolio
Signaturefd, LLC Atlanta, GA

4.31M
Shares

$407 Million
7.92% of portfolio

View Full List

About ISHARES CORE S&P U.S. VALUE ET

Ticker IUSV
Sector ETFs
Industry ETFs

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Emerson Wealth, LLC Ishares Core S&P U.S. Value Et Transaction History