Endowment Wealth Management, Inc. Ishares Core S&P U.S. Value Et Transaction History
Endowment Wealth Management, Inc.
- $159 Million
- Q2 2025
A detailed history of Endowment Wealth Management, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 52,937 shares of IUSV stock, worth $5.15 Million. This represents 3.15% of its overall portfolio holdings.
Number of Shares
52,937
Previous 41,448
27.72%
Holding current value
$5.15 Million
Previous $3.83 Million
30.95%
% of portfolio
3.15%
Previous 2.73%
Shares
15 transactions
Others Institutions Holding IUSV
# of Institutions
803Shares Held
177MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC72.2MShares$7.02 Billion0.55% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.4MShares$1.4 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.18MShares$892 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.86MShares$472 Million5.53% of portfolio
-
Jones Financial Companies Lllp4.83MShares$470 Million0.4% of portfolio