Erts Wealth Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History
Erts Wealth Advisors, LLC
- $497 Million
- Q2 2024
A detailed history of Erts Wealth Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 120,667 shares of IUSV stock, worth $11.3 Million. This represents 2.14% of its overall portfolio holdings.
Number of Shares
120,667
Previous 221,661
45.56%
Holding current value
$11.3 Million
Previous $20 Million
46.95%
% of portfolio
2.14%
Previous 4.09%
Shares
24 transactions
Others Institutions Holding IUSV
# of Institutions
686Shares Held
157MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC63.3MShares$5.91 Billion0.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$1.21 Billion0.58% of portfolio
-
Morgan Stanley New York, NY8.58MShares$801 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.61MShares$430 Million5.63% of portfolio
-
Signaturefd, LLC Atlanta, GA4.27MShares$399 Million7.67% of portfolio