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 $362,034. This represents 0.17% of its overall portfolio holdings.

Number of Shares

3,992

Holding current value

$362,034

% 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

671

Shares Held

149M

Call Options Held

7.1K

Put Options Held

200

Bank Of America Corp Charlotte, NC

60M
Shares

$5.44 Billion
0.51% of portfolio
Lpl Financial LLC Fort Mill, SC

12.3M
Shares

$1.12 Billion
0.61% of portfolio
Morgan Stanley New York, NY

8.12M
Shares

$737 Million
0.06% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

4.61M
Shares

$418 Million
5.63% of portfolio
Signaturefd, LLC Atlanta, GA

4.24M
Shares

$385 Million
8.13% of portfolio

View Full List

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

Ticker IUSV
Sector ETFs
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Emerson Wealth, LLC Ishares Core S&P U.S. Value Et Transaction History