Evermay Wealth Management LLC Ishares Core S&P U.S. Value Et Transaction History
Evermay Wealth Management LLC
- $654 Million
- Q4 2024
A detailed history of Evermay Wealth Management LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Evermay Wealth Management LLC holds 12,976 shares of IUSV stock, worth $1.24 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
12,976
Previous 12,987
0.08%
Holding current value
$1.24 Million
Previous $1.24 Million
3.15%
% of portfolio
0.18%
Previous 0.2%
Shares
9 transactions
Others Institutions Holding IUSV
# of Institutions
769Shares Held
173MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.83 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.32 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$883 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$444 Million5.6% of portfolio
-
Envestnet Asset Management Inc4.41MShares$421 Million0.14% of portfolio